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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-03 |
| GA | RA | APPROVED | 2024-11-08 |
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 | Savannah | GA | 09/2015 | 01/2024 |
| Bank Of America, N.A. | Savannah | GA | 09/2015 | 01/2024 |
| Wells Fargo Clearing Services, Llc | Savannah | GA | 01/2024 | 10/2024 |
| Wells Fargo Bank, Na | Savannah | GA | 01/2024 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Savannah | GA | 10/2024 | Present |
| Bank Of America, N.A. | Savannah | GA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-27 |
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