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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-10-25 |
| TX | RA | APPROVED | 2017-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Statesboro | GA | 10/2016 | Present |
| Geico | Macon | GA | 05/2014 | 10/2016 |
| Bank Of America, N.A. | Statesboro | GA | 09/2025 | Present |
I*1744259 Entity Type: Non Profit Name of OBA: United Way of Bulloch County Address: Statesboro, Georgia Investment Related: No Position, Title, Association: Community Investment Committee Volunteer Start Date:03/15/2024 No Hours: 8 No Hours during trading:3 Duties: Community Investment Committee - Participating in site visits for organizations and programs that the United Way supports to gauge the impact of the programs. No investment advice given. Strictly volunteer with no compensation. Determines if there is a need for additional funding for any of these organizations depending on the organizations monetary need. I*4404272 Entity Type: For Profit Name of OBA: Merchant and Planter Address: Garfield, Georgia, 30425 Investment Related: No Position, Title, Association: Owner Employee Start Date: 05/15/2026 Number of Hours: 10, Weekly Number of Hours during trading: 0 Duties: Cut flower production and sales Cut flower farm. Responsibilities would include production, marketing, and sales of cut flowers I*4898267, Entity Type: , Name of OBA: Tasting Statesboro Committee, Address: Statesboro, Georgia, 30458, Investment Related: N, Position, Title, Association:Committee member , Employee Start Date: 07/21/2026, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties: Committee member - helping to organize the event, set up the event Tasting Statesboro is an event put on by the United Way of SE GA to raise money. It is one of their biggest fund raising opportunities. I'm being asked to be on the committee to help organize the event.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-22 |
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