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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-06 |
Branch Locations
Alpharetta, GA • United States
1125 Sanctuary Parkway, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 07/2020 | 03/2021 |
| The Khaki Law Firm | Johns Creek | GA | 07/2018 | 07/2020 |
| Cruise Planners - The Suite Life Travel | Alpharetta | GA | 10/2016 | 09/2018 |
| Expedia Cruiseship Center | Alpharetta | GA | 10/2015 | 10/2016 |
| E*Trade Securities Llc | Alpharetta | GA | 03/2021 | 10/2023 |
| Morgan Stanley | Alpharetta | GA | 01/2023 | 10/2023 |
| Morgan Stanley | Alpharetta | GA | 09/2023 | 10/2023 |
| Thrivent Investment Management Inc | Alpharetta | GA | 04/2024 | Present |
| Thrivent Financial | Appleton | WI | 05/2024 | 09/2024 |
| Unemployed | Alpharetta | GA | 11/2023 | 03/2024 |
| Thrivent Financial | Appleton | WI | 09/2024 | Present |
THE SUITE LIFE POSITION: Owner NATURE: Life Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2016 ADDRESS: 5275 Taylor Road, Alpharetta GA 30022, United States DESCRIPTION: General Life Coaching sessionsAdministrative Duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-09 |
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