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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2015-04-27 |
| TX | RA | APPROVED | 2013-02-06 |
| NJ | RA | APPROVED | 2012-08-29 |
Branch Locations
3455 Peachtree Rd Ne Investment Solutions Group, Atlanta, GA 30326 • United States
1100-1800 American Blvd Investment Solutions Group, Pennington, NJ 08534 • United States
Brookhaven, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 11/2010 | Present |
I*2944291, Entity Type: , Name of OBA: Rental Property 1, Address: Inlet Beach, Florida, 32461, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 11/15/2025, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-28 |
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