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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-10 |
| GA | RA | APPROVED | 2025-12-17 |
Branch Locations
Alpharetta, GA • United States
12600 Deerfield Parkway, Alpharetta, GA 30004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Corp | Columbus | OH | 04/2013 | 12/2017 |
| E*Trade Securities Llc | Alpharetta | GA | 12/2019 | 12/2025 |
| E*Trade Capital Management Llc | Alpharetta | GA | 12/2019 | 12/2025 |
| Unemployed | Alpharetta | GA | 12/2017 | 12/2019 |
| Morgan Stanley | Alpharetta | GA | 11/2022 | 12/2025 |
| Morgan Stanley | Alpharetta | GA | 09/2023 | 12/2025 |
| Morgan Stanley | Alpharetta | GA | 09/2023 | 12/2025 |
| Thrivent Investment Management Inc | Alpharetta | GA | 12/2025 | Present |
| Thrivent Financial | Appleton | WI | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-09 |
| S65 | Uniform Investment Adviser Law Examination | 1996-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1989-08-15 |
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