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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 08/2019 | 08/2020 |
| Crawford Investment Counsel, Inc | Atlanta | GA | 09/2020 | 02/2026 |
| Baker Avenue Asset Management, Lp | Alpharette | GA | 04/2026 | Present |
| Strategic Advisors Inc | Atlanta | GA | 03/2004 | 07/2019 |
| Fidelity Brokerage Services, Inc. | Atlanta | GA | 10/1997 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-09 |
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