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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-14 |
| GA | RA | APPROVED | 2025-05-16 |
Branch Locations
3030 Windy Hill Road, Marietta, GA 30067 • United States
9000 Southside Blvd, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lagrange | GA | 10/2006 | Present |
For profit or not for profit: Not for ProfitName of outside business organization: Alpha Kappa Alpha Sorority, Inc.Investment related: NoAddress of business:Lanett, AL 36863Nature of business: Community Service OrganizationCompensation for Activity (Yes/No only): NoPosition, title, associationTreasurerStart date of relationship: 01/2022Number of hours devoted: 25 volunteer hours a monthNumber of hours devoted during trading hours: 0Duties: Reconcile Sorority's Financial Records, Make Bank Deposits, Write Checks, Pay Bills I*994453, Entity Type, Name of OBA: Lambda Zeta Omega Chapter Address:LanettAlabama36863 Investment Related: No Position, Title, Association: TreasurerEmployee Start Date: 01/01/2022 No Hours: 5 weekly No Hours during trading: 0 Duties:Service Organization; Treasurer I*3293298, Entity Type: Entity Charitable, Name of OBA: xS.T.R.E.A.M. Minds Academy Board, Address: Bessemer, Alabama, 35023, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 12/11/2025, No Hours: 10 Monthly, No Hours during Trading: 0 Monthly, Duties: I would help to create foundational framework to ensure the organization is within regulatory compliance with key inspection points to manage risk appropriately. As a founding board member, I will play a crucial role in: 1. Strategic & Financial Planning & Oversight 2. Governance & Oversight 3. Academic and School Performance & Oversight 4. Community Engagement The organization is particularly interested in my experience in finance and operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-18 |
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