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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2004-10-27 |
| TX | RA | APPROVED_RES | 2001-10-13 |
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 Inc | Alpharetta | GA | 09/2001 | Present |
| Bank Of America, Na | Alpharetta | GA | 12/2009 | Present |
I*516873 For profit or not for profit: Entity For Profit Name of outside business organization: Southern Towers I, LLC Investment related: N Address of business: Marietta, Georgia, 30062 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 7/6/2021 Number of hours devoted: 5 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , Managing Member - Provide Capital and Banking
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-18 |
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