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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St. Paul | MN | 08/2019 | 05/2020 |
| Joyn Advisors, Inc | Atlanta | GA | 06/2018 | 05/2020 |
| Caretaker | Atlanta | GA | 06/2017 | 06/2018 |
| Georgia State University | Atlanta | GA | 06/2014 | 06/2017 |
| Securian Financial Services Inc | St. Paul | MN | 05/2018 | 07/2019 |
| Wealth Enhancement Advisory Services | Plymouth | MN | 05/2020 | Present |
| Wealth Enhancement Group | Plymouth | MN | 05/2020 | Present |
1. TRUSTEE. INVESTMENT RELATED. I SERVE AS A CO-TRUSTEE (ALONG WITH MY WIFE) ON A TRUST FOR THE BENEFIT OF MY DAUGHTER. 1/2 HOUR/MONTH, .1 HOURS DURING TRADING HOURS. 2. TRUSTEE. INVESTMENT RELATED. I SERVE AS A CO-TRUSTEE (ALONG WITH MY WIFE) ON A TRUST FOR THE BENEFIT OF MY SON. 1/2 HOUR/MONTH, .1 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-23 |
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