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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-03-27 |
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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Macon | GA | 02/2013 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Macon | GA | 03/2023 | Present |
| Bank Of America, N.A. | Macon | GA | 04/2023 | Present |
I*1233298For profit or not for profit: Entity For ProfitName of outside business organization: MKI Properties LLCInvestment related: NAddress of business: macon, Georgia, 31210Nature of business: ["Limited Liability Company"]Position, title, association: ["Owner"], Start date of relationship: 3/28/2023Number of hours devoted: 1 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , rental property, one tenant, no responsibilities I*3442275, Entity Type: , Name of OBA: Macon Duplicate Bridge Club, Address: macon, Georgia, 31204, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 01/06/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: vice president be present at board meetings, arrange for game directors,card playing club
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1979-07-25 |
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