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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-06-28 |
Branch Locations
3560 Lenox Road Ne Suite 1100, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rhodes College | Memphis | TN | 08/2015 | 05/2019 |
| Grizzfit | Memphis | TN | 11/2016 | 08/2018 |
| Unemployed | Atlanta | GA | 05/2019 | 09/2019 |
| Raymond James And Associates, Inc | Atlanta | GA | 09/2019 | 06/2024 |
| Janney Montgomery Scott Llc | Atlanta | GA | 06/2024 | Present |
1. The Lovett School, Atlanta, GA. Assistant Golf Coach (07/2021) - assist in coaching the JV and Varsity Golf teams. Compensated, not investment related, 15 hours/month. 0 2. Cobb County Chamber of Commerce, Atlanta, GA. Chairing Committee (02/2025) - lead the Cobb Young Professionals group primarily through event planning. Not compensated, not investment related, 5 hours/month. 3. The Extension, Marietta, GA. The Extension has help adults experiencing homelessness in Cobb County take control of their lives back from drug and alcohol addiction. Board Member (07/2022) - Member at large with no specific duties. Not investment related, not compensated, 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-13 |
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