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1770 The Exchange Suite 220, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-02-11 |
Branch Locations
1770 The Exchange Suite 220, Atlanta, GA 30339 • United States
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 08/2000 | 07/2020 |
| Pr Squared Wealth Management Llc | Atlanta | GA | 01/2022 | Present |
| Eiat Wealth Management | Atlanta | GA | 04/2017 | Present |
| Unemployed | Atlanta | GA | 10/2015 | 04/2017 |
EIAT WEALTH MANAGEMENT; INV RELATED; ATLANTA, GA; INSURANCE SALES AND SERVICES; INSURANCE AGENT; 4/2017; APPROX 30 HRS/MO; 30 HRS/MO DURING SECURITIES TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-08 |
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