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8000 Avalon Blvd Suite 100, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-04-17 |
Branch Locations
8000 Avalon Blvd Suite 100, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | Canton | GA | 04/2013 | 04/2025 |
| Cetera Investment Services Llc | St. Cloud | MN | 04/2013 | 04/2025 |
| Cetera Investment Advisers Llc | Canton | GA | 01/2014 | 04/2025 |
| Lpl Financial Llc | Alpharetta | GA | 04/2025 | Present |
1)03/28/2025 - Mayer Private Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-02 |
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