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1776 Peachtree Street Nw Suite 600S, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-03-30 |
| TX | RA | APPROVED_RES | 2023-01-03 |
Branch Locations
1776 Peachtree Street Nw Suite 600S, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc | St. Petersburg | FL | 06/2014 | 07/2021 |
| Wintrust Investments, Llc | Chicago | IL | 06/2021 | 12/2022 |
| Great Lakes Advisors, Llc | Chicago | IL | 06/2021 | 12/2022 |
| Equity Investment Corporation | Atlanta | GA | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-12 |
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