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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-05-02 |
| TX | RA | APPROVED_RES | 2022-04-28 |
Branch Locations
3280 Peachtree Rd Ne Ste 300, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Alpharetta | GA | 07/2016 | 02/2017 |
| Sagepoint Financial, Inc. | Marietta | GA | 02/2017 | 10/2017 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 10/2017 | 07/2020 |
| Hk Financial Services | Dubuque | IA | 07/2020 | 04/2022 |
| Anantax Investment Services, Inc. | Dallas | TX | 09/2020 | 04/2022 |
| Avantax Advisory Services | Dallas | TX | 09/2020 | 04/2022 |
| Wells Fargo Clearing Services, Llc ( | Atlanta | GA | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-01 |
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