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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-12 |
| GA | RA | APPROVED | 2026-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Colorado Springs | CO | 09/2017 | 03/2019 |
| The Tjx Companies Inc | Flowery Branch | GA | 10/2016 | 09/2017 |
| Dick's Sporting Goods | Gainesville | GA | 02/2014 | 09/2016 |
| Georgia State University | Atlanta | GA | 01/2016 | 07/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 05/2019 | 11/2022 |
| Morgan Stanley | Alpharetta | GA | 12/2022 | 02/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta | GA | 02/2026 | Present |
I*3793266 Entity Type: N/A Name of OBA: Rental Property 1 Address: Dunwoody, Georgia, 30338 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 03/03/2023 Number of Hours: 8, Yearly Number of Hours during trading: 0, Yearly Duties: N/A
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-07 |
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