Best Investors Account Sign in
Current Employers
Northwestern Mutual Investment Services, Llc

720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-04-22
  • GA RA
    APPROVED
    Since 2024-04-22

Branch Locations

5445 Triangle Pkwy Ste 325, Peachtree Cor, GA 30092 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2015 → 10/2016
    Lewis And Monroe Wealth Management
    Kennesaw, GA
  • 02/2016 → 10/2016
    Woodbury Financial Services Inc
    Kennesaw, GA
  • 01/2017 → 11/2019
    St. Louis, MO
  • 10/2016 → 12/2016
    Blasingame, Burch, Garrard, And Ashley
    Athens, GA
  • 11/2019 → 10/2020
    Suntrust Investment Services, Inc
    Athens, GA
  • 10/2020 → 09/2023
    E*Trade Securities Llc
    Alpharetta, GA
  • 03/2024 → Present
    Phil Adra
    Peachtree Cor, GA
  • 04/2024 → Present
    Peachtree Cor, GA
  • 11/2019 → 10/2020
    Suntrust Advisory Services, Inc
    Atlanta, GA
  • 10/2020 → 09/2023
    E*Trade Capital Management Llc
    Alpharetta, GA
  • 03/2023 → 03/2024
    Alpharetta, GA
  • 09/2023 → 03/2024
    Alpharetta, GA
Previous Registrations
  • 2023-09-05 → 2024-03-21
    Alpharetta, GA
  • 2020-11-04 → 2023-09-05
    Harrisdirect Llc
    Arlington, VA
    Alpharetta, GA
  • 2019-11-05 → 2020-10-27
    Athens, GA
  • 2017-01-25 → 2019-11-08
    Athens, GA
    Winterville, GA
    St Louis, MO
    Bogart, GA
  • 2016-05-26 → 2016-10-18
    Woodbury Financial Services, Inc.
    Milton, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-30
  • S66 Uniform Combined State Law Examination
    2016-04-30
Other Names
  • Eric Messer
  • Eric Michael Messer
  • Eric M Messer

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Peachtree Cor, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor