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8000 Avalon Boulevard Suite 100, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-17 |
| MA | RA | APPROVED | 2024-07-19 |
| GA | RA | APPROVED | 2024-06-24 |
Branch Locations
8000 Avalon Boulevard Suite 100, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Atlanta | GA | 05/2014 | 11/2016 |
| Suntrust Advisory Services | Atlanta | GA | 11/2016 | 07/2020 |
| Genspring Family Offices | Atlanta | GA | 11/2016 | 07/2020 |
| Circa Capital Llc | Alpharetta | GA | 10/2021 | Present |
| Decatur Capital Management | Decatur | GA | 08/2020 | 09/2021 |
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