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3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-18 |
Branch Locations
Washington, DC • United States
3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • 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 | Washington | DC | 10/2012 | Present |
| Bank Of America, N.A. | Washington | DC | 01/2013 | Present |
(I)FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: COMMITTEE FOR THE CAPITAL CITY INVESTMENT RELATED: N ADDRESS OF BUSINESS: PO BOX 77443, WASHINGTON, DISTRICT OF COLUMBIA 20013 POSITION, TITLE, ASSOCIATION: DIRECTOR, START DATE OF RELATIONSHIP: 10/6/1997 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 10.DUTIES: 501(C)(3) NON-PROFIT, CHARITABLE EDUCATIONAL ORGANIZATION INVOLVED WITH VOTING RIGHTS FOR DC RESIDENTS. (III)FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: 4201 CATHEDRAL AVE NW #1003E INVESTMENT RELATED: N ADDRESS OF BUSINESS: WASHINGTON, DISTRICT OF COLUMBIA 20016 POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 10/4/2010 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL CONDOMINIUM - FULL SERVICE BUILDING. $1700 PER MONTH RENT. NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL COOPERATIVE. FULL SERVICE BUILDING.$3100 MONTHLY RENT. (V)FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: 282 M STREET SW INVESTMENT RELATED: N ADDRESS OF BUSINESS: WASHINGTON, DISTRICT OF COLUMBIA 20016 POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 6/14/2010 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL CONDOMINIUM UNIT IN A FULL SERVICE BUILDING. $2500 MONTHLY RENT. I*1271336 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Reedville, Virginia, 22539 Nature of business: Position, title, association: Sole owner, Start date of relationship: 5/15/2023 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , I*1271340 For profit or not for profit: Name of outside business organization: Rental Property 2 Investment related: N Address of business: Quito, , 1111111 Nature of business: Position, title, association: Sole owner, Start date of relationship: 5/15/2023 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , (VI) Forster Wealth Management LLC / Investment related / Corp established exclusively to handle all products & services offered by San Blas Securities / Owner-Manager / June-2026 / 160 Hours monthly / during securities trading hours / all compensation derived from San Blas Securities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-28 |
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