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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-02-10 |
| GA | RA | APPROVED | 2021-08-24 |
| TX | RA | APPROVED_RES | 2014-10-17 |
| VA | RA | APPROVED | 2013-04-22 |
Branch Locations
520 Newport Center Dr, Newport Beach, CA 92660 • United States
3030 Windy Hill Rd, Marietta, GA 30067 • United States
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leesburg | VA | 07/2011 | Present |
| Bank Of America, N.A. | Leesburg | VA | 09/2011 | Present |
I*: 2107262 Entity Type: Entity Charitable Name of OBA: Horizons Atlanta Address: Atlanta, GA 30318 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 12/01/2024 No Hours: 4hrs mthly No Hours during trading: 1 hr Duties: Board Member I*: 1461261 Entity Type: Charitable Name of OBA: Covenant House Georgia Address: Atlanta, GA 30318 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 6/24/2025 Number of Hours: 15 hrs annually Number of Hours during trading: 0 Duties: Youth homelessness. Attend board meetings I*: 1160272 Entity Type: Charitable Name of OBA: Atlanta Habitat For Humanity Address: Atlanta, GA 30316 Investment Related: No Position, Title, Association: Board member Employee Start Date: 6/24/2025 Number of Hours: 20 hrs annually Number of Hours during trading: 0 Duties: Affordable Housing. Meetings, representation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-24 |
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