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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-22
GA RA APPROVED 2025-07-07
  • TX RA
    APPROVED
    Since 2025-08-22
  • GA RA
    APPROVED
    Since 2025-07-07

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

3455 Peachtree Rd Ne, Atlanta, GA 30326 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 04/2025 Present
Merrill Lynch, Pierce, Fenner & Smith Inc Atlanta GA 05/2022 04/2025
Wells Fargo Bank Washington DC 09/2015 05/2022
Bank Of America, N.A. Atlanta GA 05/2025 Present
  • 04/2025 → Present
    Atlanta, GA
  • 05/2022 → 04/2025
    Merrill Lynch, Pierce, Fenner & Smith Inc
    Atlanta, GA
  • 09/2015 → 05/2022
    Wells Fargo Bank
    Washington, DC
  • 05/2025 → Present
    Bank Of America, N.A.
    Atlanta, GA
Other Businesses

I*: 851335the name of the other business; piano lessonswhether the business is investment-related; nothe address of the other business; Douglasville, GA, 30135the nature of the other business; piano lessonsyour position; piano instructortitle, or relationship with the other business; piano instructorthe start date of your relationship; August 2014the approximate number of hours/month you devote to the other business; 5 hours per monththe number of hours you devote to the other business during securities trading hours; 0and briefly describe your duties relating to the other business; I teach piano lessons to beginner studentsI*2557266, Entity Type: Entity For Profit, Name of OBA: Flying drones, Address: Douglasville, Georgia, 30135, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 07/04/2025, No Hours: 6 Yearly, No Hours during Trading: 0 Yearly, Duties: At most, twice a year, provide the images from the view with the drone about 400 feet in the air. I received my Part 107 certificate which allows me to fly a drones less than 55 pounds. If someone needs a aerial view (for example for a roof inspection, or perimeter of a property) a drone will be requiredI*3124276Entity Type: Name of OBA: Bison Real Estate CollectiveAddress: Brookhaven, Georgia, 30319Investment Related: NoPosition, Title, Association: CommitteeEmployee Start Date: 12/01/2025Number of Hours: 2, MonthlyNumber of Hours during trading: 1, MonthlyDuties: A business networking group of various industry professionals. The goal is to provide an in network referral system amongst trusted contacts. The commonality is that this group is filled exclusively with Howard University graduates. I would be one of the financial advisors in the group. I would not hold any responsibility roles. I would be added as a general body member. My goal is to be a trusted contact within the group to receive business when a need is identified amongst their clients that can benefit from my services. I*3849272 Entity Type: Entity Charitable Name of OBA: Divas of Hope Address: Hampton, Georgia, 30228 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 03/06/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: The non-profit's mission is to develop, mentor, and boost the self-esteem for at risk teen girls. Confirm the allocation of funds/donations are directed to their intended purpose. For example, school supplies, clothing for interviews, reading books, marketing material for events, and basic necessities for the participants need to recorded and disbursed properly. As a board we will have an itemized list to review collectively.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-02
  • S66 Uniform Combined State Law Examination
    2025-07-02

View on SEC IAPD

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