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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-06-17 |
Branch Locations
555 N Point Centre E Ste 500, Atlanta North Point, GA 30022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oxon Hill | MD | 07/2022 | 07/2023 |
| Teaching Strategies, Llc | Bethesda | MD | 09/2017 | 06/2022 |
| Bank Of America / Merrill Lynch | Charlotte | NC | 06/2021 | 08/2021 |
| Scott Oser Associates | North Potomac | MD | 03/2015 | 05/2018 |
| Need Another You | Gaithersburg | MD | 09/2014 | 05/2018 |
| University Of South Carolina | Columbia | SC | 08/2018 | 05/2022 |
| Thomas S Wootton High School | Rockville | MD | 08/2014 | 05/2018 |
| Bank Of America, N.A. | Oxon Hill | MD | 11/2022 | 07/2023 |
| Raymond James Financial Services, Inc. | Atlanta | GA | 07/2023 | 05/2024 |
| Raymond James Financial Services Advisors, Inc. | Atlanta | GA | 07/2023 | 05/2024 |
| Prolific | Roswell | GA | 09/2023 | Present |
| Prodege, Llc | Roswell | GA | 09/2023 | 04/2024 |
| Data Annotation | Roswell | GA | 11/2023 | Present |
| Robert W. Baird & Co. Incorporated | Alpharetta | GA | 06/2024 | Present |
(1)Name of Business: Data Annotation Address: 2407 Calibre Creek Parkway, Roswell, GA, 30076, United States Activity Type: Part-Time Activity/Employment Position/Title: Independent Contractor Investment Related: No Start Date: 11/24/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I create and evaluate prompts for open AI systems when there are projects available. (2)Name of Business: Prolific Address: 2407 Calibre Creek Pkwy, Roswell, GA, 30076, United States Activity Type: Part-Time Activity/Employment Position/Title: Independent Contractor Investment Related: No Start Date: 09/15/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Completing surveys.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-02 |
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