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3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-02 |
Branch Locations
3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Atlanta | GA | 06/2009 | 11/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2019 | 06/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2019 | 06/2021 |
| Wells Fargo Clearing Services, Llc. | Atlanta | GA | 07/2021 | 10/2022 |
| Wells Fargo Advisors Financial Network, Llc | Peachtree City | GA | 10/2022 | 08/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 08/2023 | 09/2025 |
| Fuller And Compancy | Atlanta | GA | 12/2019 | 06/2021 |
| Morgan Stanley | Atlanta | GA | 05/2002 | 11/2019 |
| Openarc Corporate Advisory, Llc | Atlanta | GA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-05 |
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