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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-04 |
Branch Locations
2333 Main St, Tucker, GA 30084 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P Morgan Securities Llc | Marietta | GA | 04/2025 | 02/2026 |
| Jpmorgan Chase Bank, N.A. | Marietta | GA | 03/2024 | 02/2026 |
| Empower Retirement | Doraville | GA | 04/2023 | 10/2023 |
| Wells Fargo | Atlanta | GA | 01/2023 | 03/2023 |
| Jpmorgan Chase Bank, N.A. | Marietta | GA | 08/2022 | 01/2023 |
| Wells Fargo | Anaheim | CA | 09/2021 | 05/2022 |
| Amazon Warehouse | Florence | NJ | 05/2019 | 02/2020 |
| Platinum Parking Inc | Philadelphia | PA | 06/2017 | 12/2017 |
| Unemployed | Philadelphia | PA | 03/2020 | 08/2021 |
| Unemployed | Atlanta | GA | 11/2023 | 02/2024 |
| Unemployed | Philadelphia | PA | 03/2017 | 05/2017 |
| Auntie Anne's Llc | Philadelphia | PA | 03/2016 | 02/2017 |
| Unemployed | Philadelphia | PA | 01/2018 | 04/2019 |
| Unemployed | Anaheim | CA | 06/2022 | 07/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tucker | GA | 04/2026 | Present |
| Bank Of America, N.A. | Tucker | GA | 07/2026 | Present |
I*4614275, Entity Type: Entity For Profit, Name of OBA: SD Legacy Properties LLC , Address: Atlanta, Georgia, 30340, Investment Related: N, Position, Title, Association: ["Owner"], Employee Start Date: 04/24/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: This LLC was created to put my properties into it in order to limit liability to my personal asset from tenant. I never got around to fully complete the process of transfer the properties from my name to the LLC. Please let me know what step to take? This LLC is here simple to collect rent and pay the mortgage loan for the 2 properties. this llc is simply to collect rent through ach and auto pay for the mortgage. that is all. minimal to no responsibility from my end. I*4614276, Entity Type: Entity For Profit, Name of OBA: SD Management and Consulting LLC, Address: Atlanta, Georgia, 30340, Investment Related: N, Position, Title, Association: ["Owner"], Employee Start Date: 02/25/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: NO responsibility at all. LLC was created before I joined BofA and I don't have any intention to pursue this whatsoever. The purpose of this LLC was to provide consultation service to small business. The llc was created before I joined Bank of America but I never really follow through with this activity. I am not currently doing this at all. Please advise on what to do next. I don't have intention to do anything with this LLC. The type of consulting intended for this LLC and the service that was to be provided was for optimizing the work flow of small businesses. For example, optimizing the flow of a donut shop to save cost etc. I*4519321, Entity Type: , Name of OBA: Rental Property 1, Address: Buford, Georgia, 30519, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 05/05/2026, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4680316, Entity Type: , Name of OBA: Rental Property - 09-Jun-26 - 1, Address: Lawrenceville, Georgia, 30043, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 07/08/2026, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-10 |
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