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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2004-04-06
TX RA APPROVED_RES 2000-06-30
  • GA RA
    APPROVED
    Since 2004-04-06
  • TX RA
    APPROVED_RES
    Since 2000-06-30

Branch Locations

100 Brampton Ave, Statesboro, GA 30458 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Savannah GA 02/1985 Present
Bank Of America, N.A. Statesboro GA 07/2011 Present
Other Businesses

I*69855 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: DUPLEX INVESTMENT RELATED: Y ADDRESS OF BUSINESS: 105 DONEHOO ST. STATESBORO, GEORGIA UNITED STATES 30458 NATURE OF BUSINESS: SOLE PROPRIETORSHIP POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 2/1/2014 NUMBER OF HOURS DEVOTED: 12 ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RESIDENTIAL RENTAL THAT ADJOINS MY PRIMARY RESIDENCE I*97116 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: MAX MANACK, OWNER INVESTMENT RELATED: Y ADDRESS OF BUSINESS: 425 E. GRADY ST, STATESBORO, GEORGIA 30458 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 9/15/2016 NUMBER OF HOURS DEVOTED: 5 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OFFICE BUILDING ADJOINING MY PRIMARY RESIDENCE, RENOVATED FOR OFFICE SPACE. WILL BE RENTING TO: CHOICES OF THE HEART PREGNANCY COUNCELING CENTER- 2 YEAR LEASE I*755240 For profit or not for profit: Entity For Profit , Entity Financial Institution Name of outside business organization: GEM Family LLC Investment related: Y Address of business: Statesboro, Georgia, 30458 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 3/9/2022 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 1 Duties: , Timber and securities management for family members.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-12-05
S63 Uniform Securities Agent State Law Examination 1985-05-22
  • S65 Uniform Investment Adviser Law Examination
    1994-12-05
  • S63 Uniform Securities Agent State Law Examination
    1985-05-22

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