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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-03-19 |
| GA | RA | APPROVED | 2004-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Macon | GA | 10/1984 | Present |
| Bank Of America,N.A. | Macon | GA | 06/2011 | Present |
I*436388, Entity Type: Entity Charitable, Name of OBA: Rotary Club of Downtown Macon, Address: Macon, Georgia 31208, Investment Related: N, Position, Title, Association: Committee, Employee Start Date: 03/01/2016, No Hours: 4, No Hours during trading: 0, Duties: Head of the Rotary Grants Committee... This committee determines who our Rotary Club gives money to.. Every year our Rotary Club gives approximately $10,000 to local non profit organizations. My job as head of the committee is to organize the commite
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1984-12-28 |
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