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3340 Peachtree Rd Ne Suite 1400, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2018-05-08 |
| SC | RA | APPROVED | 2018-05-01 |
| TX | RA | APPROVED | 2018-04-30 |
| VA | RA | APPROVED | 2018-02-06 |
| FL | RA | APPROVED | 2017-11-01 |
| NJ | RA | APPROVED | 2017-08-16 |
| NC | RA | APPROVED | 2017-08-07 |
| GA | RA | APPROVED | 2016-10-21 |
Branch Locations
3340 Peachtree Road Suite 1400, Atlanta, GA 30326 • UNITED STATES
3340 Peachtree Rd Ne Suite 1400, Atlanta, GA 30326 • 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 |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Philadelphia | PA | 05/2003 | 10/2016 |
| Carter Terry & Co. Inc | Atlanta | GA | 10/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-02 |
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