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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-03 |
| GA | RA | APPROVED | 2021-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Atlanta | GA | 08/2015 | 01/2019 |
| Suntrust Investment Services, Inc | Atlanta | GA | 01/2019 | 09/2020 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 01/2019 | 05/2021 |
| Suntrust Investment Services, Inc | Atlanta | GA | 09/2020 | 05/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Smyrna | GA | 06/2021 | Present |
| Bank Of America, N.A. | Smyrna | GA | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-29 |
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