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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-06-06 |
| TX | RA | APPROVED | 2018-08-23 |
| VA | RA | APPROVED | 2016-01-06 |
Branch Locations
One Bryant Park, New York, NY 10036 • UNITED STATES
5500 Peachtree Pkwy, Norcross, GA 30092 • United States
1 disclosure category 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 | Fairfax | VA | 08/2011 | Present |
| F & L Investment Properties, Inc | Montgomery | AL | 03/2005 | Present |
I*90044FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: F&L INVESTMENT PROPERTIES, INC.INVESTMENT RELATED: NADDRESS OF BUSINESS: MONTGOMERY, ALABAMA 36110NATURE OF BUSINESS: CORPORATION,POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 4/1/1998NUMBER OF HOURS DEVOTED: 48 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2DUTIES: RESIDENTIAL PROPERTY RENTAL I*2669332, Entity Type: Entity Charitable, Name of OBA: Families First, Address: Atlanta, Georgia, 30314, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 08/07/2025, No Hours: 8 Monthly, No Hours during Trading: 2 Monthly, Duties: Board Member, Founded in 1890, Families First improves the outcomes for families who have complex challenges by helping them strengthen their resiliency, connecting them to internal Families First programs including mental health, navigator, parenting education, teenage pregnant and parenting and adoption support services as well as linkages to external services via our community partnerships
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
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