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Atlanta, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-16 |
| GA | RA | APPROVED | 2025-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 01/2020 | 06/2021 |
| International Justice Mission | Arlington | VA | 09/2019 | 12/2019 |
| Stellar Pride | Chicago | IL | 02/2018 | 10/2018 |
| Pya Waltman Capital | Knoxville | TN | 06/2018 | 08/2018 |
| Wheaton College | Wheaton | IL | 08/2015 | 06/2019 |
| Invesco | Atlanta | GA | 07/2021 | 12/2023 |
| Pya Waltman Capital, Llc | Knoxville | TN | 04/2024 | 10/2025 |
| Oakatl | Atlanta | GA | 12/2023 | 04/2024 |
| Four Pines Financial Llc | Atlanta | GA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-03-17 |
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