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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-12-10 |
| TX | RA | APPROVED_RES | 2007-06-15 |
| GA | RA | APPROVED | 2004-04-20 |
Branch Locations
300 Galleria Pkwy Se, Atlanta, GA 30339 • United States
Destin, FL • United States
Smyrna, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 08/1980 | Present |
*69132FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: COLDWELL BANKER REFERRAL NETWORKINVESTMENT RELATED: NADDRESS OF BUSINESS: SARASOTA, FLORIDA 34232NATURE OF BUSINESS: CORPORATION,POSITION, TITLE, ASSOCIATION: OTHER, REAL ESTATE LICENSE ARE ON THE REFERRAL NETWORKSTART DATE OF RELATIONSHIP: 6/3/1991NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: I HAVE MY REAL ESTATE LICENSE ON THE REFERRAL NETWORK WITH COLDWELL BANKER . I DO NOT HAVE ANY RESPONSIBILITES OR TASKS RELATED TO MY LICENSE. I*3000273 Entity Type: N/A Name of OBA:LINDA M CARTER TTEE U/W J R C JR Address:Smyrna Georgia Investment Related:No Position, Title, Association:Trustee Start Date:10/13/2025 No Hours: 1 Yearly No Hours during trading:0 Yearly Duties:Trustee for In-Laws I*3000272 Entity Type: N/A Name of OBA:LINDA M CARTER TTEE U/W J R C JR Address:Smyrna Georgia Investment Related:No Position, Title, Association:Trustee Start Date:10/13/2025 No Hours: 1 Yearly No Hours during trading:0 Yearly Duties:Trustee for In-Laws
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-28 |
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