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3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-27 |
| GA | RA | APPROVED | 2025-10-14 |
Branch Locations
3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326 • 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 | 10/2016 | 09/2025 |
| Buford City Schools | Buford | GA | 01/2013 | 10/2016 |
| Bank Of America, N.A. | Atlanta | GA | 05/2019 | 09/2025 |
| Openarc Corporate Advisory, Llc | Atlanta | GA | 09/2025 | Present |
Grand 7, LLC; non investment-related business; 4823 Riveredge Drive, Duluth, GA 30096; this is a family LLC that holds real estate properties owned; position is n/a-listed on LLC for estate planning purposes; zero hours per month devoted to the business;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-21 |
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