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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-05-10 |
Branch Locations
1720 Old Springhouse Lane Suite 310, Dunwoody, GA 30338 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-07-23 |
Branch Locations
1720 Old Spring House Lane Suite 310, Dunwoody, GA 30338 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Woodstock, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial | Melville | NY | 09/2014 | 10/2017 |
| Voya Financial Advisors | Melville | NY | 09/2014 | 10/2017 |
| Lincoln Investment | Fort Washington | PA | 10/2017 | Present |
| Banks Jackson & Middleton | Atlanta | GA | 10/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-23 |
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