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1100 Peachtree St. Ne Ste. 200, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-12-26 |
| NC | RA | APPROVED | 2024-10-25 |
Branch Locations
1422 S Tryon Street Ste 300, Charlotte, NC 28203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services,Llc | Salt Lake City | UT | 07/2007 | 05/2018 |
| Capitalwize, Llc | Atlanta | GA | 08/2024 | Present |
| Strategic Advisers, Llc | Salt Lake City | UT | 08/2010 | 06/2018 |
| Auto Approve | Chicago | IL | 01/2024 | 07/2024 |
| Talent Retriever | North Andover | MA | 08/2021 | 01/2023 |
| Chg Healthcare | Midvale | UT | 02/2020 | 06/2021 |
| Personal Trading | Surprise | AZ | 02/2023 | 01/2024 |
| Self- Employed | West Jordan | UT | 05/2018 | 05/2020 |
Talent Retriever LLC, 50 High Street North Andover, MA 01845, Nature: Talen Acquisition, Position: Senior Recruiter, Investment-related: No, 30 hours a month, 1 hr during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-25 |
| S66 | Uniform Combined State Law Examination | 2010-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-26 |
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