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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-04-22 |
Branch Locations
5445 Triangle Pkwy Ste 325, Peachtree Cor, GA 30092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lewis And Monroe Wealth Management | Kennesaw | GA | 08/2015 | 10/2016 |
| Woodbury Financial Services Inc | Kennesaw | GA | 02/2016 | 10/2016 |
| Edward Jones | St. Louis | MO | 01/2017 | 11/2019 |
| Blasingame, Burch, Garrard, And Ashley | Athens | GA | 10/2016 | 12/2016 |
| Suntrust Investment Services, Inc | Athens | GA | 11/2019 | 10/2020 |
| E*Trade Securities Llc | Alpharetta | GA | 10/2020 | 09/2023 |
| Phil Adra | Peachtree Cor | GA | 03/2024 | Present |
| Northwestern Mutual Investment Services Llc | Peachtree Cor | GA | 04/2024 | Present |
| Suntrust Advisory Services, Inc | Atlanta | GA | 11/2019 | 10/2020 |
| E*Trade Capital Management Llc | Alpharetta | GA | 10/2020 | 09/2023 |
| Morgan Stanley | Alpharetta | GA | 03/2023 | 03/2024 |
| Morgan Stanley | Alpharetta | GA | 09/2023 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-30 |
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