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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-20 |
Branch Locations
300 South Peachtree Parkway, Peachtree City, GA 30269 • 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 |
|---|---|---|---|---|
| Bbtis | Milledgeville | GA | 08/2012 | 01/2018 |
| Bb&T Securities, Llc | Macon | GA | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Macon | GA | 02/2021 | 09/2022 |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2021 | 09/2022 |
| Ameriprise Financial Services, Llc | Milledgeville | GA | 09/2022 | 03/2023 |
| Queensborough Bank / Queensbororough Investments | Milledgeville | GA | 04/2023 | 09/2025 |
| Lpl Financial Llc | Milledgeville | GA | 04/2023 | 09/2025 |
| Unknown | Fayetteville | GA | 10/2025 | 01/2026 |
| Regions Bank | Peachtree City | GA | 02/2026 | Present |
| Cetera Investment Advisers Llc | Peachtree City | GA | 02/2026 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-15 |
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