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999 Peachtree #418, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-04-16 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbva | Houston | TX | 03/2012 | 07/2018 |
| Morgan Stanley | Philadelphia | PA | 08/2018 | 09/2019 |
| Mass Mutual Mml | Houston | TX | 03/2020 | 05/2023 |
| Evolution Financial | Media | PA | 10/2019 | 02/2020 |
| Guardian/ Park Avenue Securities | Austin | TX | 06/2023 | Present |
| Attend Wealth Inc. | Atlanta | GA | 02/2025 | Present |
1. Colunga & Co., Start Date: 1/1/2022, Address: 1201 Tabor St., Houston, TX 77009, 0 hours per month; 0 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-22 |
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