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Neuberger Berman Bd LLC CRD 2908
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1290 Avenue Of The Americas, New York, NY 10104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-06-21 |
| NY | RA | APPROVED | 2022-06-20 |
Branch Locations
3414 Peachtree Road N.E. Suite 225, Atlanta, GA 30326 • United States
Sandy Springs, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zurich North America | Atlanta | GA | 03/2013 | 09/2016 |
| Us Trust | Atlanta | GA | 09/2016 | 05/2018 |
| Unemployed | Atlanta | GA | 05/2018 | 10/2018 |
| Capital Bank & Trust Company | Atlanta | GA | 10/2018 | 07/2021 |
| Capital Group Private Client Services, Inc. | Los Angeles | CA | 07/2021 | 12/2021 |
| Neuberger Berman | Atlanta | GA | 02/2022 | Present |
Owner of TEAM PEOPLES REAL ESTATE LLC, an entity established for the purpose of buying and renovating real estate properties to reduce personal liability. Role is passive investor in real estate. Expect to receive profits from the sale or rental income from properties in which this entity invests. No business hours are devoted to this activity; involvement is limited to passive investment oversight. No conflicts of interest exist with employment. Start date 9/1/2025.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-07-07 |
| S66 | Uniform Combined State Law Examination | 2017-04-08 |
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