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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-03 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Savannah | GA | 09/2011 | 04/2017 |
| Substitute Teacher | Savannah | GA | 08/2023 | 05/2024 |
| The Arc Of Southwest Ga | Albany | GA | 06/2024 | 08/2024 |
| First State Bank Of Randolph County | Cuthbert | GA | 11/2024 | 05/2025 |
| Unemployed | Savannah | GA | 05/2017 | 08/2023 |
| Regions Bank | Albany | GA | 05/2025 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 05/2025 | Present |
| Cetera Investment Advisers Llc | Albany | GA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-27 |
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