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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-03-13 |
| GA | RA | APPROVED | 2019-03-07 |
Branch Locations
1600 Jfk Blvd Investment Solutions Group, Philadelphia, PA 19103 • United States
3455 Peachtree Rd Ne Investment Solutions Group, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Robinson Humphrey, Inc. | Atlanta | GA | 06/2015 | 10/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 10/2018 | Present |
| Bank Of America, N.A. | Atlanta | GA | 11/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-14 |
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