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One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-05-19 |
Branch Locations
700 Spring Forest Road Suite 235, Raleigh, NC 27609 • United States
One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Atlanta | GA | 12/2021 | 03/2023 |
| Northwestern Mutual | Atlanta | GA | 09/2021 | 12/2021 |
| Thought Logic Consulting | Atlanta | GA | 02/2020 | 09/2021 |
| University Of Georgia | Athens | GA | 01/2010 | 12/2019 |
| Morgan Stanley | Atlanta | GA | 12/2021 | 04/2023 |
| Liquid Strategies Llc | Atlanta | GA | 01/2024 | Present |
| Bison Wealth | Atlanta | GA | 04/2023 | 12/2023 |
| Foreside Fund Services, Llc | Atlanta | GA | 01/2025 | Present |
Liquid Strategies, LLC; Investment Related; Atlanta, GA; Sales; Business Development; Start Date 1/1/2024; 170 Hrs Per Month; Sales of Liquid Strategies products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-18 |
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