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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-11-30 |
| GA | RA | APPROVED | 2004-08-03 |
| TX | RA | APPROVED_RES | 2000-09-01 |
Branch Locations
300 Galleria Pkwy Se, Atlanta, GA 30339 • United States
Marietta, GA • United States
Greenbank, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 08/2000 | Present |
| Bank Of America, N.A. | Atlanta | GA | 12/2009 | Present |
I*2942305, Entity Type: , Name of OBA: K L. N, Address: Calhoun, Georgia, 30701, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 01/01/2025, No Hours: 0 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-19 |
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