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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-12 |
| GA | RA | APPROVED | 2017-12-19 |
Branch Locations
2170 Satellite Blvd, Duluth, GA 30097 • United States
6000 Fairview Rd, Charlotte, NC 28210 • United States
Johns Creek, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 04/2000 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 07/2017 | Present |
I*111111For profit or not for profit: For-Profit OrganizationName of outside business organization: Cloutier LLCInvestment related: NAddress of business:Johns Creek, Georgia 30097Nature of business: LLC,Position, title, association: Owner, Start date of relationship: 1/1/2017Number of hours devoted: 8 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Owner of the business. Responsible for books and records. Build and sell homes I*1464265For profit or not for profit: Entity For ProfitName of outside business organization: Exch4dollarsInvestment related: NAddress of business: Atlanta, Georgia, 30338, United StatesNature of business: ["Corporation"]Position, title, association: ["Board Member"], Start date of relationship: 9/15/2023Number of hours devoted: 5 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , Company provides instructional online video subscriptions.Provide leadership to the operations of the company. I*3279290, Entity Type: , Name of OBA: Johns Creek, Address: John's Creek, Georgia, 30097, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 01/01/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: The board meeting once per month at night to review appeals. I'm considering joining the city of John's Creek Board of Zoning Appeals. This board is responsible for looking at zoning appeals within the city of John's Creek and providing approvals or rejections.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-26 |
| S65 | Uniform Investment Adviser Law Examination | 1999-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-09 |
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