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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-06-13 |
| GA | RA | APPROVED | 2009-10-23 |
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 | Atlanta | GA | 10/2009 | Present |
| Bank Of America, N.A. | Alpharetta | GA | 07/2011 | Present |
I*2199426, Entity Type: , Name of OBA: R G G P co trustees C G, Address: Canton, Georgia, 30115, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 13-Feb-2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2199427, Entity Type: , Name of OBA: R G, G P co trustees T G, Address: Canton, Georgia, 30115, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 13-Feb-2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2201292, Entity Type: , Name of OBA: R G G P co ttee M D, Address: Suamico, Wisconsin, 54313, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 14-Feb-2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1982-09-07 |
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