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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2006-08-21 |
| TX | RA | APPROVED_RES | 2006-08-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Duluth | GA | 08/2006 | Present |
| Bank Of America, N.A. | Duluth | GA | 06/2011 | Present |
I*80540 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: WIELAND PROPERTIES LLC INVESTMENT RELATED: No ADDRESS OF BUSINESS:ALPHARETTA, GEORGIA 30022 POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 5/1/2013 NUMBER OF HOURS DEVOTED: 1 HOUR MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: VACATION RENTAL REAL ESTATE I*87386 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: LEDERHOSEN PROPERTIES LLC INVESTMENT RELATED: No ADDRESS OF BUSINESS: ALPHARETTA, GEORGIA 30022 POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 10/30/2015 NUMBER OF HOURS DEVOTED: 1 HOUR MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: VACATION RENTAL REAL ESTATE I*: 2557270 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Alpharetta, GA 30022 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 6/16/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Co-owner with other family members of rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-02 |
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