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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-30 |
| TX | RA | APPROVED | 2018-10-17 |
| GA | RA | APPROVED | 2018-06-27 |
Branch Locations
3455 Peachtree Rd Ne, Atlanta, GA 30326 • United States
Sarasota, FL • United States
3 disclosure categories 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 | 05/2018 | Present |
| Reid Investments Jv | Atlanta | GA | 01/2006 | 05/2018 |
| Bank Of America, N.A. | Atlanta | GA | 07/2018 | Present |
I*433039, Entity Type: Entity For Profit, Name of OBA: Reid Investments JV, Address: Atlanta, Georgia 30309, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 06/01/2006, No Hours: 0.33, No Hours during trading: 0, Duties: Family partnership. I*FourThreeThreeZeroFourZero, Entity Type: Entity For Profit, Name of OBA: Reid Partners LP, Address: Atlanta, Georgia 30309, Investment Related: N, Position, Title, Association: Other, Committee, Employee Start Date: 06/18/1996, No Hours: 0, No Hours during trading: 0, Duties: Passive family LP. I*2097278, Entity Type: Fiduciary, Name of OBA: W D R Credit Shelter Trust, Address: Sarasota, Florida, 34236, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 19-Nov-2024, No Hours: 2 Monthly, No Hours during Trading: 1 Monthly, Duties: I*2142259, Entity Type: Fiduciary, Name of OBA: W D R Credit Shelter Trust, Address: Sarasota, Florida, 34236, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 26-Dec-2024, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-25 |
| S65 | Uniform Investment Adviser Law Examination | 1999-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-24 |
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