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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-04-25 |
| GA | RA | APPROVED | 2017-12-22 |
Branch Locations
2 disclosure categories 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 | 10/2016 | Present |
| Unemployed | Marietta | GA | 02/2016 | 10/2016 |
| Bank Of America, N.A. | Atlanta | GA | 02/2018 | Present |
I*125931 For profit or not for profit: Non-Profit Organization Name of outside business organization: Woodruff Arts Center Investment related: N Address of business: Atlanta, 30309 Nature of business: Charitable Organization Position, title, association: Committee Member Start date of relationship: 9/12/2019 Number of hours devoted: 2 hours Mthly Number of hours devoted during trading hours: 0 Duties: The Woodruff Corporate Cabinet will serve as key influencers & thought leaders to support the success of The Woodruff Arts Center Corporate Campaign and Corporate Engagement strategy. Leverage my network to enhance corporate engagement, & perspective I*134520 For profit or not for profit: Non-Profit Organization Name of outside business organization: 100 Black Men of Atlanta, Inc Investment related: No Address of business: Atlanta, Georgia 30312 Nature of business: Charitable Organization Position, title, association: Participant Start date of relationship: 10/24/2020 Number of hours devoted: 2 hours Mthly Number of hours devoted during trading hours: 0 Duties: The mission of 100 Black Men of Atlanta, Inc. is to improve the quality of life by supporting and enhancing educational and economic opportunities particularly for African-American youth in the Atlanta community. I*: 2249310 Entity Type: Charitable Name of OBA: @Promise Youth Executive Cabinet Address: Atlanta, GA 30303 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 4/7/2025 Number of Hours: 5 hrs mthly Number of Hours during trading: 0 Duties: Leadership and guidance, strategic planning, attending quarterly cabinet meetings and occasional events, raising capital, and community engagement
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-14 |
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