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10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-02-26 |
Branch Locations
10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 04/2020 | 01/2021 |
| Old Marsh Golf Club | Palm Beach Gardens | FL | 12/2018 | 04/2020 |
| Ferris State University | Big Rapids | MI | 07/2014 | 12/2018 |
| Cherokee Town And Country Club | Atlanta | GA | 05/2016 | 11/2016 |
| Old Marsh Golf Club | Palm Beach Gardens | FL | 09/2017 | 05/2018 |
| Invesco | Atlanta | GA | 01/2021 | 11/2021 |
| Capital Investment Advisors, Llc | Atlanta | GA | 01/2024 | 01/2025 |
| Invesco | Atlanta | GA | 12/2021 | 01/2024 |
| Capital Investment Advisors, Llc | Atlanta | GA | 01/2025 | 01/2026 |
| Capital Investment Advisors, Llc | Atlanta | GA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-29 |
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