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3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-09 |
| TX | RA | APPROVED_RES | 2025-09-25 |
Branch Locations
3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326 • 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 | 12/1998 | 09/2025 |
| Bank Of America, N.A. | Atlanta | GA | 05/2011 | 09/2025 |
| Openarc Corporate Advisory | Atlanta | GA | 09/2025 | Present |
I*50565For profit or not for profit: Non-Profit OrganizationName of outside business organization: Boys & Girls Clubs of AmericaInvestment related: NoAddress of business: Atlanta, Georgia 30309Nature of business: Charitable OrganizationPosition, title, association: Trustee Start date of relationship: 4/1/2012Number of hours devoted: 80 hours AnnuallyNumber of hours devoted during trading hours: 12Duties: Development and mentoring for underprivileged youth I*: 2384316Entity Type: Rental Property Name of OBA: Rental Property 1Address: Atlanta, GA 30319Investment Related: NoPosition, Title, Association: Co-owner with other family membersEmployee Start Date: 05/01/2025Number of Hours: 5 hrs annuallyNumber of Hours during trading: 0Duties: Co-owner of rental property I*1974270, Entity Type, Name of OBA: M A K Address:SaunderstownRhode Island02874 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 08/11/2025 No Hours: 5 yearly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-04-28 |
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