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1230 Peachtree Street Ne Suite 3800, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-02-15 |
Branch Locations
1230 Peachtree Street Ne Suite 3800, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Chicago | IL | 11/2007 | 07/2020 |
| Unemployed | Charlotte | NC | 08/2020 | 11/2021 |
| Investment Research & Advisory Group, Inc. | Atlanta | GA | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-11 |
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