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Neuberger Berman Bd LLC CRD 2908
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1290 Avenue Of The Americas, New York, NY 10104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-04-21 |
| NY | RA | APPROVED | 2025-04-17 |
Branch Locations
3414 Peachtree Road N.E. Suite 225, Atlanta, GA 30326 • United States
Marietta, GA • United States
1290 Avenue Of The Americas, New York, NY 10104 • 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 | 12/2013 | 05/2017 |
| Bank Of America, N.A. | Atlanta | GA | 05/2014 | 05/2017 |
| Waypoint Systems | Atlanta | GA | 05/2017 | 10/2018 |
| Preferred Capital Securities, Llc | Atlanta | GA | 10/2018 | 07/2020 |
| Invesco | Atlanta | GA | 07/2020 | 03/2025 |
| Neuberger Berman | Atlanta | GA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-11 |
| S66 | Uniform Combined State Law Examination | 2014-03-21 |
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