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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-06 |
| TX | RA | APPROVED | 2024-09-13 |
| GA | RA | APPROVED | 2024-09-11 |
Branch Locations
1333 N California Blvd Ste 630, Walnut Creek, CA 94596 • United States
Roswell, GA • United States
3455 Peachtree Rd Suite 1525, Atlanta, GA 30326-3254 • 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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Fort Lauderdale | FL | 10/2006 | 03/2022 |
| E*Trade Capital Management Llc | Fort Lauderdale | FL | 09/2008 | 03/2022 |
| E*Trade Capital Management Llc | Plantation | FL | 03/2022 | 01/2024 |
| E*Trade Securities Llc | Plantation | FL | 03/2022 | 01/2024 |
| Morgan Stanley | Plantation | FL | 01/2023 | 01/2024 |
| Morgan Stanley | Alpharetta | GA | 01/2024 | 05/2024 |
| Ameriprise Financial Services, Llc | Atlanta | GA | 09/2024 | Present |
| Unemployed | Roswell | GA | 05/2024 | 09/2024 |
Outside Employment; WOWM Group, LLC; Employee; Manage advisory business; 3455 Peachtree Rd , Suite #1525, Atlanta, GA, 30326; Investment-Related; 09/09/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-16 |
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