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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-16 |
Branch Locations
303 Peachtree St, Ne Fl 2, Atlanta, GA 30308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 07/2022 | 03/2025 |
| T-Mobile | Athens | GA | 03/2021 | 06/2022 |
| Kroger | Atlanta | GA | 08/2015 | 07/2023 |
| The University Of Georgia | Athens | GA | 08/2018 | 05/2022 |
| Best Buy | Athens | GA | 10/2020 | 01/2021 |
| Bank Of America | Athens | GA | 06/2021 | 08/2021 |
| Amazon | Atlanta | GA | 07/2020 | 08/2020 |
| Bank Of America, N.A. | Atlanta | GA | 09/2022 | 03/2025 |
| Truist Investment Services, Inc | Atlanta | GA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-16 |
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