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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-06-05 |
| 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 | Savannah | GA | 10/2009 | Present |
| Bank Of America,Na | Savannah | GA | 08/2010 | Present |
I*134372 For profit or not for profit: For-Profit Organization Name of outside business organization: Ornoseek LLC Investment related: N Address of business: Savannah, Georgia 31405 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 4/1/2004 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: LLC for passively owned rental property. This LLC was fully owned by Honeysuckle Hill, Inc, a previously disclosed/approved OBA that has been administratively dissolved and closed on the advice of my CPA. I*134370 For profit or not for profit: For-Profit Organization Name of outside business organization: Fuelcase LLC Investment related: N Address of business: Savannah, Georgia 31405 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 4/1/2004 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: LLC to hold passively managed rental properties, this LLC was previously owned by Honeysuckly Hill, Inc, a disclosed OBA which has now been administratively dissolved and closed. I*134375 For profit or not for profit: For-Profit Organization Name of outside business organization: Dentonworx LLC Investment related: N Address of business: Savannah, Georgia 31405 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 4/1/2004 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: LLC for rental property. This LLC was fully owned by Honeysuckle Hill, Inc, a previously disclosed and approved OBA, which has been administratively dissolved and closed on the advice of my CPA.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-03 |
| S65 | Uniform Investment Adviser Law Examination | 1994-08-03 |
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