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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2013-01-14 |
| TX | RA | APPROVED_RES | 2012-12-10 |
| TN | RA | APPROVED | 2012-12-07 |
Branch Locations
222 2Nd Ave S Pbig - Nashville Mid America, Nashville, TN 37201 • United States
2 disclosure categories 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 | Nashville | TN | 11/2012 | Present |
| Bank Of America, N.A. | Nashville | TN | 01/2013 | Present |
I*78564FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: SHAPES UNLIMITED, INC.INVESTMENT RELATED: NOADDRESS OF BUSINESS:YOUNGSTOWN, OHIO 44514POSITION, TITLE, ASSOCIATION: OWNERSTART DATE OF RELATIONSHIP: 3/1/2015NUMBER OF HOURS DEVOTED: 10 HOURS MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2DUTIES: SAHREHOLDER IN AN ALUMINUM DISTRIBUTION COMAPNY CURRENTLY CONTROLLED BY MY BROTHER. I*: 2601259Entity Type: Fiduciary roleName of OBA: W. G. S.Address: Nashville, TN 37125Investment Related: NoPosition, Title, Association: ConservatorEmployee Start Date: 7/14/2025Number of Hours: 4 hrs wklyNumber of Hours during trading: 1 hr wkly Duties: Conservator for Child/Grandchild I*5532268, Entity Type: , Name of OBA: W G S TTEE Y G S TTEE U/A DTD 05/13/2016 , Address: Nashville, Tennessee, 37215, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 08/24/2026, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-29 |
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