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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-01-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Atlanta | GA | 09/2014 | 09/2016 |
| Various Insurance Carriers For W&R Insurance Agencies | Johns Creek | GA | 09/2014 | 09/2016 |
| Pruco Securities Llc | Atlanta | GA | 04/2017 | 01/2019 |
| The Prudential Insurance Company Of America | Atlanta | GA | 04/2017 | 01/2019 |
| Unemployed | Johns Creek | GA | 09/2016 | 04/2017 |
| Suntrust Investment Services Inc | Atlanta | GA | 01/2019 | Present |
| Suntrust Bank | Canton | GA | 01/2019 | Present |
| Suntrust Advisory Services, Inc | Atlanta | GA | 01/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-28 |
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