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3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-14 |
| NY | RA | APPROVED | 2024-11-22 |
Branch Locations
1122 Franklin Ave. Ste 402, Garden City, NY 11530 • United States
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
11300 Us Hwy 1 Ste 211, Palm Beach Gardens, FL 33408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | White Plains | NY | 09/2008 | 12/2016 |
| Wells Fargo Advisors Llc | New York | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New York | NY | 11/2016 | 12/2016 |
| Keybank Na | New York | NY | 04/2017 | 07/2022 |
| Key Investment Services Llc | Cleveland | OH | 12/2018 | 07/2022 |
| Unemployed | Garden City | NY | 01/2017 | 04/2017 |
| Metric Financial Llc | Atlanta | GA | 08/2023 | 06/2024 |
| Bison Wealth, Llc | Atlanta | GA | 07/2023 | Present |
| Unemployed | Garden City | NY | 07/2022 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-26 |
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