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10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-18 |
| GA | RA | APPROVED | 2024-04-18 |
Branch Locations
10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 05/2020 | 04/2021 |
| Sodexo | Tallahassee | FL | 08/2017 | 01/2018 |
| Florida State University | Tallahassee | FL | 08/2016 | 05/2020 |
| Gvo | Tallahassee | FL | 03/2018 | 09/2018 |
| Moe's Southwest Grill | Tallahassee | FL | 04/2018 | 01/2019 |
| Raymond James | Tallahassee | FL | 03/2019 | 05/2020 |
| Robert Half | Jacksonville | FL | 05/2019 | 08/2019 |
| Chipotle | Tallahassee | FL | 12/2019 | 01/2020 |
| Fidelity Investments | Atlanta | GA | 04/2021 | 07/2021 |
| Invesco | Atlanta | GA | 08/2021 | 05/2022 |
| Wells Fargo Clearing Services, Llc. | Jacksonville | FL | 05/2022 | 03/2024 |
| Capital Investment Advisors | Atlanta | GA | 03/2024 | 07/2025 |
| Wela Strategies, Inc. | Atlanta | GA | 08/2025 | 12/2025 |
| Capital Investment Advisors | Atlanta | GA | 08/2025 | 04/2026 |
| Capital Investment Advisors | Atlanta | GA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-13 |
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