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Newnan, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-13 |
| TX | RA | APPROVED_RES | 2026-01-01 |
| GA | RA | APPROVED | 2025-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Robinson Humphrey, Inc. | Atlanta | GA | 09/2014 | 10/2019 |
| Regions Bank | Atlanta | GA | 10/2019 | 10/2024 |
| Regions Securities Llc | Atlanta | GA | 10/2019 | 10/2024 |
| Osaic | Raleigh | NC | 10/2024 | 07/2025 |
| Familyroot Wealth Advisors, Llc | Newnan | GA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-24 |
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