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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-06-27 |
| TX | RA | APPROVED | 2016-06-23 |
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 | Macon | GA | 06/2016 | Present |
| Bank Of America, N.A. | Macon | GA | 08/2016 | Present |
I*3755346Entity Type: Entity CharitableName of OBA: St Paul's Apartments and VillageAddress: Macon, Georgia, 31201Investment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 02/12/2026Number of Hours: 3, MonthlyNumber of Hours during trading: 2, MonthlyDuties: Provide housing for affordable housing for low income seniors Serve on an oversight board which meets 4 times per year. I*3758324 Entity Type: Entity Charitable Name of OBA: Good Vocations Address: Macon, Georgia, 31206 Investment Related: No Position, Title, Association: Treasurer,Board Member Employee Start Date: 02/17/2026 Number of Hours: 6, Yearly Number of Hours during trading: 6, Yearly Duties: Provides individuals with disabilities access to employment. This is part of the Goodwill Industries/Goodwill Works mission and specifically assists people with disabilities in gaining work. It works with several other non-profits and government agencies to provide employment opportunities and training. It has its own board of directors for governance and oversight of this mission that is slightly different from the mission of Goodwill as a whole. Board Member and will attend 4 board meetings, one per quarter to review contracts and financial statements. I have been asked to serve as secretary/treasurer which does not require taking any notes or having access to any financial accounts. The other members of the board would look to my expertise in reviewing the balance sheet and income statement. There are no investment accounts or loans associated with this entity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-21 |
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