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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Mather Group, Llc | Atlanta | GA | 04/2021 | 03/2023 |
| Full-Time Student | Atlanta | GA | 01/2012 | 05/2020 |
| The Mather Group, Llc | Atlanta | GA | 01/2021 | 04/2021 |
| The North Highland Company, Llc | Atlanta | GA | 05/2017 | 08/2018 |
| Parkside Mill, Inc | Atlanta | GA | 05/2020 | 01/2021 |
| The Mather Group, Llc | Atlanta | GA | 03/2023 | 05/2024 |
| The Mather Group, Llc | Chicago | IL | 06/2024 | 11/2025 |
| Sanford C. Bernstein & Co., Llc | Chicago | IL | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-21 |
| S65 | Uniform Investment Adviser Law Examination | 2022-05-16 |
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