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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-19 |
Branch Locations
3455 Peachtree Rd Ne, Atlanta, GA 30326 • United States
620 S Tryon St, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Robinson Humphrey | Atlanta | GA | 10/2010 | 02/2020 |
| Vra Partners, Llc | Atlanta | GA | 02/2020 | 01/2022 |
| Citigroup | Atlanta | GA | 01/2022 | 07/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-26 |
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