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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-11-10 |
| GA | RA | APPROVED | 2014-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 05/2014 | Present |
| Bank Of America, N.A. | Atlanta | GA | 10/2014 | Present |
I*460491, Entity Type: Entity For Profit, Name of OBA: Stevecca LLLP, Address: Greensboro, Georgia 30642, Investment Related: Y, Position, Title, Association: Other, Employee Start Date: 01/01/2009, No Hours: 0, No Hours during trading: 0, Duties: I am not sure of exact date of creation. I was not at the meeting. I have no activities or tasks. I am limited partner with no voting or decision rights. I*2217290, Entity Type: Fiduciary role Name of OBA: W S Irrevocable Trust, Address: Marietta, Georgia, 30064, Investment Related: No, Position, Title, Association: Co-Trustee, Employee State Date: 25-Jun-2014, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: Co-Trustee / child I*: 2674285Entity Type: Fiduciary roleName of OBA: W. S. (Spouse)Address: Marietta, GA 30064Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 08/01/2025Number of Hours: 1 hr annuallyNumber of Hours during trading: 0 Duties: Power of Attorney for spouse I*3793301, Entity Type: , Name of OBA: H S Irrevocable Trust , Address: marietta, Georgia, 30064, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 01/01/2014, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3793302, Entity Type: , Name of OBA: M S Irrevocable Trust , Address: marietta, Georgia, 30064, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 01/01/2014, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3793303, Entity Type: , Name of OBA: S S III Irrevocable Trust , Address: marietta, Georgia, 30064, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 01/01/2014, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3793304, Entity Type: , Name of OBA: M S Irrevocable Trust, Address: Marietta, Georgia, 30064, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 01/01/2014, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3793305, Entity Type: , Name of OBA: N S Irrevocable Trust, Address: Marietta, Georgia, 30064, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 01/01/2014, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3800279, Entity Type: , Name of OBA: M S Irrevocable Trust , Address: Marietta, Georgia, 30064, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 01/01/2014, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3800280, Entity Type: , Name of OBA: E S Irrevocable Trust , Address: Marietta, Georgia, 30064, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 01/01/2014, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-06 |
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