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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-18 |
| GA | RA | APPROVED | 2026-01-21 |
Branch Locations
3475 Lenox Rd Ne Ste 600, Atlanta, GA 30326-3219 • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Augusta | GA | 02/2020 | 09/2021 |
| Bank Of America, N.A. | Augusta | GA | 02/2020 | 09/2021 |
| Windsor Fine Jewelers | Augusta | GA | 03/2014 | 08/2017 |
| Meybohm Real Estate | Augusta | GA | 09/2017 | 06/2019 |
| Century 21 Larry Miller Realty | Evans | GA | 06/2019 | 02/2020 |
| National Life Group | Atlanta | GA | 03/2022 | 01/2023 |
| Equity Services, Inc. | Montpelier | VT | 03/2022 | 01/2023 |
| Unemployed | Savannah | GA | 10/2021 | 02/2022 |
| First Command Brokerage Services | Fort Worth | TX | 02/2023 | 04/2024 |
| First Command Advisory Services | Fort Worth | TX | 02/2023 | 04/2024 |
| First Command Insurance Services | Fort Worth | TX | 02/2023 | 04/2024 |
| Mml Investors Services, Llc | Evans | GA | 05/2024 | 01/2025 |
| Massmutual Life Insurance Company, Llc | Evans | GA | 04/2024 | 05/2025 |
| Pruco Securities Llc | Newark | NJ | 02/2022 | 02/2022 |
| Ameriprise Financial Services, Llc | Atlanta | GA | 01/2026 | Present |
| Carolina's Wealth Management Group Inc. | Greenville | SC | 06/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-21 |
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