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888 Boylston Street Suite 1010, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-02-14 |
Branch Locations
3333 Riverwood Pkwy Suite 350, Atlanta, GA 30339 • United States
888 Boylston Street Suite 1010, Boston, MA 02199 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Atlanta | GA | 03/2016 | 07/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2016 | 07/2018 |
| Suntrust Investment Services, Inc | Atlanta | GA | 07/2018 | 08/2020 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 07/2018 | 08/2020 |
| Personal Capital Advisors Corporation | Atlanta | GA | 09/2020 | 04/2021 |
| Ameriprise Financial Services, Llc | Atlanta | GA | 04/2021 | 04/2022 |
| Edge Capital Group | Atlanta | GA | 04/2022 | 01/2025 |
| Scs Capital Management Llc | Atlanta | GA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-13 |
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