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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-03 |
| GA | RA | APPROVED | 2023-03-03 |
Branch Locations
2520 Northwinds Pkwy Ste 200 Two Northwinds Center, Alpharetta, GA 30009 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Alpharetta | GA | 10/2022 | Present |
| Athenahealth | Atlanta | GA | 01/2021 | 10/2022 |
| Sogeti | Alpharetta | GA | 06/2019 | 03/2020 |
| Georgia College And State University | Milledgeville | GA | 08/2015 | 04/2019 |
| Georgia College And State University | Milledgeville | GA | 01/2021 | 07/2022 |
| Unemployed | Suwanee | GA | 04/2020 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-01 |
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