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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-03 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
173 South Chillicothe Road, Aurora, OH 44202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Pepper Pike | OH | 02/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pepper Pike | OH | 11/2016 | 07/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2019 | 05/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2019 | 05/2022 |
| Beacon Financial Group | Aurora | OH | 10/2022 | Present |
| Armor Mortage | Stow | OH | 05/2022 | Present |
| Osaic Advisory Services | Scottsdale | AZ | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-07 |
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