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100 Coliseum Drive, Cohoes, NY 12047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-11-02 |
Branch Locations
2001 Ross Avenue Suite 2800, Dallas, TX 75201 • United States
Mount Pleasant, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edge Corporate Finance | Charlotte | NC | 03/2014 | 12/2017 |
| Edge Advisors | Charlotte | NC | 03/2014 | 07/2018 |
| Edge Capital Group, Llc | Atlanta | GA | 08/2018 | 08/2018 |
| Goldman Sachs | New York | NY | 09/2018 | Present |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 01/2022 | 11/2023 |
(1) Investment Committee Member at Saint Philip's Church, a religious institution. Organization operates out of Charleston, SC. Organization is not primarily engaged in investment-related activities. Start Date: September 27th, 2024. Two hours per month. Duties include assisting the committee leader with various investment-related topics.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-09-07 |
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