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One Financial Plaza 26Th Floor, Hartford, CT 06103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-11-26 |
Branch Locations
3333 Piedmont Road Ne Suite 1500, Atlanta, GA 30305 • United States
One Financial Plaza 26Th Floor, Hartford, CT 06103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stratos Wealth Partners | Beachwood | OH | 05/2016 | 11/2020 |
| Lpl Financial Llc | Atlanta | GA | 05/2017 | 11/2020 |
| Securities America, Inc. | Statham | GA | 05/2021 | 03/2023 |
| Unemployed | Statham | GA | 11/2020 | 03/2021 |
| Advisor Group | Omaha | NE | 03/2021 | 03/2023 |
| Virtus Investment Partners | Atlanta | GA | 06/2024 | Present |
| Vp Distributors Llc | Atlanta | GA | 06/2024 | Present |
| Unemployed | Statham | GA | 03/2023 | 01/2024 |
| Engram Consulting | Statham | GA | 01/2024 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-19 |
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