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10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-17 |
| AZ | RA | APPROVED | 2023-03-20 |
Branch Locations
10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
2141 East Camelback Road Suite 205, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc | Phoenix | AZ | 08/2014 | 02/2017 |
| Usaa Financial Planning Services | Phoenix | AZ | 08/2014 | 02/2017 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 03/2017 | 02/2023 |
| Capital Investment Advisors | Atlanta | GA | 02/2023 | 04/2026 |
| Capital Investment Advisors | Atlanta | GA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-04 |
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