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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-08 |
| GA | RA | APPROVED | 2021-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | GA | 06/2021 | Present |
| Unemployed | Denver | CO | 02/2021 | 06/2021 |
| Surgical Care Affiliates | Denver | CO | 10/2017 | 02/2021 |
| Extended Travel | Columbus | GA | 12/2016 | 10/2017 |
| Management Solutions | Birmingham | AL | 07/2015 | 12/2016 |
| Bank Of America, N.A. | Columbus | GA | 06/2021 | Present |
I*2048289, Entity Type Fiduciary, Name of OBA: AJM III Address: Columbus, Georgia, 31904 Investment Related: Yes Position, Title, Association: Executor, Successor Trustee Employee Start Date: 15-Oct-2024 No Hours: 0 No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-02 |
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