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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2004-04-06 |
| TX | RA | APPROVED_RES | 1989-04-07 |
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 | Atlanta | GA | 11/1984 | Present |
| Bank Of America, N.A. | Alpharetta | GA | 05/2011 | Present |
I*48496 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: POWER OF ATTORNEY INVESTMENT RELATED: N ADDRESS OF BUSINESS: DUNWOODY, GEORGIA 30338 NATURE OF BUSINESS: OTHER, JUST TEACHES MUSIC TO TODDLERS POSITION, TITLE, ASSOCIATION: OTHER, NONE START DATE OF RELATIONSHIP: 37116 NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TEACHES MUSIC TO TODDLERS. I MOVE MONEY TO OTHER ACCOUNTS PER HER REQUEST
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 1985-01-29 |
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