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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-10-09 |
| GA | RA | APPROVED | 2025-04-01 |
Branch Locations
8825 Stanford Blvd Ste 200, Columbia, MD 21045 • United States
Cumming, GA • United States
7840 Roswell Rd Ste 405, Atlanta, GA 30350 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Robinson Humphrey, Inc. / Truist Securities | Atlanta | GA | 09/2015 | 04/2023 |
| Hometrust Bank | Alpharetta | GA | 01/2024 | 03/2025 |
| Unemployed | Cumming | GA | 05/2023 | 12/2023 |
| Ameriprise Financial Services, Llc | Atlanta | GA | 03/2025 | Present |
Real Estate Ownership; Single Family; 254 Eagle Dr, , Miramar Beach, FL, 32550; Not Investment-Related; 10/01/2023 / Commercial; 7840 Roswell Road Suite 405, , Sandy Springs, GA, 30350; Not Investment-Related; 01/01/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-25 |
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