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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-24 |
| GA | RA | APPROVED | 2013-12-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Peachtree City | GA | 09/2013 | Present |
| Bank Of America, N.A. | Peachtree City | GA | 03/2014 | Present |
I*995271 For profit or not for profit: Entity For Profit Name of outside business organization: Family Beach House, LLC Investment related: N Address of business: Fayetteville, Georgia, 30214 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 6/2/2023 Number of hours devoted: 8 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Rental properties co-owned and managed with family
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-19 |
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