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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-19 |
| TX | RA | APPROVED_RES | 2012-06-15 |
| GA | RA | APPROVED | 2009-10-23 |
Branch Locations
10000 Avalon Blvd, Alpharetta, GA 30009 • United States
Naples, FL • United States
9128 Strada Pl, Naples, FL 34108 • United States
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 | 10/2009 | Present |
| Bank Of America, Na | Atlanta | GA | 04/2010 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-28 |
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