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1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-15 |
Branch Locations
6230 Avalon Boulevard, Alpharetta, GA 30009 • United States
1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Athens | GA | 08/2016 | 09/2020 |
| Northwestern Mutual Investment Services Llc | Peachtree Cor | GA | 03/2021 | 01/2024 |
| Philip Adra | Peachtree Cor | GA | 09/2020 | 07/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2021 | 02/2024 |
| Ubs Financial Services, Inc | Atlanta | GA | 02/2024 | 01/2026 |
| Elevation Point Wealth Partners, Llc | Alpharetta | GA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-24 |
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