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2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-05-19 |
Branch Locations
2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 08/2013 | 03/2021 |
| Bank Of America, N.A. | Atlanta | GA | 01/2014 | 03/2021 |
| Morgan Stanley Smith Barney Llc | Atlanta | GA | 03/2021 | 07/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2021 | 07/2024 |
| Lpl Financial Llc | Atlanta | GA | 07/2024 | 09/2024 |
| Merrill Lynch | Atlanta | GA | 09/2012 | 03/2021 |
| Merrill Lynch | Atlanta | GA | 09/2012 | 03/2021 |
| Merrill Lynch | Atlanta | GA | 09/2012 | 03/2021 |
| Ameriprise Financial Services, Llc | Atlanta | GA | 05/2025 | 12/2025 |
| Unemployed | 2943 Canton Chase Drive | GA | 09/2024 | 04/2025 |
| Unemployed | Atlanta | GA | 12/2025 | 04/2026 |
| Aprio Wealth Management, Llc | Atlanta | GA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-13 |
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