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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-19 |
| FL | RA | APPROVED | 2021-07-01 |
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED | 2019-05-17 |
| CT | RA | APPROVED | 2018-04-12 |
Branch Locations
3455 Peachtree Rd Ne, Atlanta, GA 30326 • United States
Dunwoody , GA • United States
19495 Biscayne Blvd, Aventura, FL 33180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 02/2018 | Present |
| Ffo Llc | New York | NY | 09/2016 | 01/2018 |
| Deloitte Tax | New York | NY | 10/2014 | 09/2016 |
| Bank Of America, N.A. | New York | NY | 05/2018 | Present |
I*2244379, Entity Type: , Name of OBA: M A L, Address: Boca Raton, Florida, 33431, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 18-Mar-2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-11 |
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