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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-09-07 |
Branch Locations
3455 Peachtree Rd Ne, Atlanta, GA 30326 • United States
620 S Tryon St, Charlotte, NC 28255 • United States
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 |
|---|---|---|---|---|
| Regions Bank | Atlanta | GA | 11/2021 | 11/2022 |
| Pnc Bank | Atlanta | GA | 10/2017 | 10/2021 |
| Bank Of America | Atlanta | GA | 11/2011 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 11/2022 | Present |
For profit or not for profit: Not for Profit Name of outside business organization: Gwinnett Chamber of Commerce Investment related: No Address of business:6500 Sugarloaf Pkwy Duluth GA 30097 Nature of business: In my role serving on the board of directors, my responsibilities are to understand the mission of the Chamber, to attend the monthly board meetings, and offer insight and opinions to support growth for the chamber and attend activities, programs and receptions designed to drive membership and retention. Compensation for Activity (Yes/No only): No Position, title, associationBoard Member Start date of relationship: 01/01/2023 Number of hours devoted: 4 per month Number of hours devoted during trading hours: 2 per month Duties: In my role serving on the board of directors, my responsibilities are to understand the mission of the Chamber, to attend the monthly board meetings, and offer insight and opinions to support growth for the chamber and attend activities, programs and receptions designed to drive membership and retention.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-01 |
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