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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-07-28 |
Branch Locations
302 Bombay Lane, Roswell, GA 30076 • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Cincinnati | OH | 05/2007 | 09/2017 |
| In Transition | Atlanta | GA | 09/2017 | 11/2017 |
| Kestra Investment Services, Llc | Roswell | GA | 11/2017 | 07/2025 |
| Kestra Advisory Services, Llc | Roswell | GA | 11/2017 | 07/2025 |
| Advisory Services Network, Llc | Atlanta | GA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-28 |
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