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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-01-15 |
| TX | RA | APPROVED | 2020-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Alpharetta | GA | 09/2010 | 01/2020 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 01/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 01/2020 | Present |
| Bank Of America, N.A. | Atlanta | GA | 01/2020 | Present |
I*3317269, Entity Type: , Name of OBA: Fontaine at Cooper Lake, Address: smyrna, Georgia, 30082, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 01/15/2026, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: keep up with minutes of the annual meetings. review any maintenance request for the neighborhood. work directly with social committee and architectural committee. HOA Board for my neighborhood-Secretary Position
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-08 |
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