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2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-05-19 |
Branch Locations
2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Alpharetta | GA | 08/2021 | 02/2024 |
| Crown Capital Investments | Atlanta | GA | 06/2021 | 08/2021 |
| University Of Georgia | Athens | GA | 10/2018 | 05/2021 |
| Cvs Health | Roswell | GA | 03/2018 | 10/2018 |
| University Of Georgia | Athens | GA | 08/2016 | 03/2018 |
| Wells Fargo Advisors Financial Network, Llc | Atlanta | GA | 02/2024 | 06/2025 |
| Aprio Wealth Management, Llc | Atlanta | GA | 04/2026 | Present |
| Wealth With No Regrets | Alpharetta | GA | 07/2025 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-17 |
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