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3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-20 |
| TX | RA | APPROVED | 2026-05-19 |
Branch Locations
3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Financial Services Corp | Columbus | OH | 04/2013 | 01/2023 |
| Openarc Corporate Advisory, Llc | Atlanta | GA | 05/2026 | Present |
| Lincoln Financial Distribution | Radnor | PA | 01/2023 | 12/2024 |
| Pacific Select Distributors, Llc | Newport Beach | CA | 12/2024 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-13 |
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