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690 Lee Road, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-06-10 |
Branch Locations
690 Lee Road, Wayne, PA 19087 • United States
Cumming, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fred Alger Management | New York | NY | 07/2016 | 07/2019 |
| Voya Investment Management | Atlanta | GA | 08/2019 | 03/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2022 | 11/2022 |
| Northwestern Mutual Investment Services Llc | Atlanta | GA | 03/2022 | 11/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2022 | 11/2022 |
| Fidelity Investments | Dunwoody | GA | 12/2022 | 12/2023 |
| Potomac Fund Management | Miami | FL | 03/2024 | 05/2025 |
| Paternity Leave | Cumming Ga | GA | 01/2024 | 03/2024 |
| Hartford Funds Distributors, Llc | Wayne | PA | 06/2025 | Present |
| Skyway Capital Markets | Atlanta | GA | 12/2023 | 12/2023 |
| Hartford Funds Management Company, Llc | Wayne | PA | 06/2025 | Present |
| Marcus And Millichap | Atlanta | GA | 11/2024 | Present |
Effective 9/2023 - Real estate agent - Primarily prospecting commercial properties to buy and sell. None investment related, 1-4 hour a week, none during security trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-29 |
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