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200 Galleria Pkwy Se Suite 1175, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-02-18 |
Branch Locations
200 Galleria Pkwy Se Suite 1175, Atlanta, GA 30339 • 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 | 03/2016 | 05/2019 |
| Regent Peak Wealth Advisors, Llc | Atlanta | GA | 05/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2020 | Present |
Regent Peak Wealth Advisors; Investment Related; See Registered Branch Office Location; Wealth Management; Chief Operating Officer; 05/2019; 180 hrs/mo; 9 hrs during trading; Management and oversight of the daily operations; client service; client experience; marketing and communications. Rhyne Park Girls Softball; Not Investment Related; 4145 King Springs Rd NE, Smyrna, GA 30082; Youth Softball league; Parent Coordinator/Board Chair; 7/28/2024; 5hrs/mo; 0 hrs during trading; Assist communication across divisional teams for each team parent and coaches, aligning board communications and duties of team parent role responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-28 |
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