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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-07-31 |
| TX | RA | APPROVED | 2023-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, Na | Atlanta | GA | 07/2011 | 03/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 07/2011 | 03/2022 |
| J.P. Morgan Securities Llc | Brooklyn | NY | 03/2022 | 11/2022 |
| Jpmorgan Chase Bank, N.A. | Brooklyn | NY | 03/2022 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brooklyn | NY | 11/2022 | Present |
I*1625282Name of OBA:Rental Property 1Address:LAWRENCEVILLE,GeorgiaInvestment Related:NoPosition, Title, Association:Sole ownerEmployee Start Date:03/06/2021No Hours: 0No Hours during trading: 0Duties:Sole owner I*3228272, Entity Type: , Name of OBA: Rental Property 2, Address: Lawrenceville, Georgia, 30043, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 11/20/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-25 |
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