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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-07 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lady Lake | FL | 01/2022 | 07/2025 |
| Bank Of America, N.A. | Lady Lake | FL | 01/2022 | 07/2025 |
| Regions Bank | Ocala | FL | 07/2021 | 12/2021 |
| Bealls | Ocala | FL | 09/2021 | 10/2021 |
| First Republic Bank | New York | NY | 01/2020 | 07/2021 |
| Lyft | Yonkers | NY | 11/2019 | 01/2020 |
| First Republic Bank | New York | NY | 08/2018 | 11/2019 |
| Capital One Bank | Mount Vernon | NY | 11/2015 | 08/2018 |
| Dominican College Of Blauvelt | Orangeburg | NY | 08/2013 | 05/2017 |
| Lowes | Ocala | FL | 10/2021 | 11/2021 |
| Truist Investment Service, Inc | Ocala | FL | 07/2025 | Present |
| Truist Advisory Services, Inc | Ocala | FL | 07/2025 | Present |
GREENSTREET MOWING LLC POSITION: Owner NATURE: Lawncare INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2024 ADDRESS: OCala FL, United States DESCRIPTION: Provide simple lawncare services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-01 |
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