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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2008-07-07 |
| GA | RA | APPROVED | 2006-10-23 |
Branch Locations
7310 N Lake Dr, Columbus, GA 31909 • United States
Columbus, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | GA | 10/2006 | Present |
| Bank Of America, N.A. | Columbus | GA | 11/2009 | Present |
I*93084FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: CREEKTOWN MANAGEMENT, LLCINVESTMENT RELATED: YADDRESS OF BUSINESS:COLUMBUS, GEORGIA 31906NATURE OF BUSINESS: LLC,POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 4/1/2014NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: PASSIVE REAL ESTATE INVESTMENT I*126569For profit or not for profit: Non-Profit OrganizationName of outside business organization: Boys & Girls Clubs of the Chattahoochee ValleyInvestment related: NAddress of business:Columbus, Georgia 31906Nature of business: Charitable Organization,Position, title, association: Committee Member, Start date of relationship: 10/1/2019Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Finance Committee Member. Committee consists of a group of Board Members who receive monthly updates from the Club accountant and CEO.I*984358For profit or not for profit: Entity CharitableName of outside business organization: St. Paul United Methodist ChurchInvestment related: NAddress of business: Columbus, Georgia, 31906Nature of business: Church or Religious OrganizationPosition, title, association: Board Member Start date of relationship: 1/2/2023Number of hours devoted: 1 hr MthlyNumber of hours devoted during trading hours: 0Duties: To Serve as a member of the church finance committee. Will attend monthly meetings to discuss the church's budget, fund-raising, and other financial related matters. I*444031 Entity Type: Entity Charitable Name of OBA: Boys & Girls Clubs of the Chattahoochee Valley Address: Columbus, Georgia, 31906 Investment Related: No Position, Title, Association: Committee Employee Start Date: 10/01/2024 Number of Hours: 8, Monthly Number of Hours during trading: 8, Monthly Duties: The Boys & Girls Clubs exist to enable all young people, especially those who need support most, to reach their full potential as productive, caring, and responsible citizens. The Board President: Runs board meetings and keeps them focused Works with the Executive Director/CEO to set agendas Ensures the board stays aligned with the mission and strategic plan Helps define priorities and long-term goals Think of them as the chairperson who keeps the board productive and mission-focused.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-21 |
| S66 | Uniform Combined State Law Examination | 1998-10-02 |
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