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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-26 |
| GA | RA | APPROVED | 2025-06-09 |
Branch Locations
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 |
|---|---|---|---|---|
| Pruco Securities Llc | Atlanta | GA | 02/2021 | 05/2021 |
| Gwinnett County Public Schools | Suwanee | GA | 02/2020 | 05/2022 |
| Varsity Tutors | Atlanta | GA | 05/2019 | 10/2020 |
| New York Life | Atlanta | GA | 10/2019 | 12/2019 |
| Senior Markets Management Group | Atlanta | GA | 06/2018 | 10/2019 |
| Symmetry Financial Group | Atlanta | GA | 04/2017 | 03/2021 |
| Cti Professional Flight Training | Fort Lauderdale | FL | 09/2016 | 11/2016 |
| American Flyers Cfi Academy | Pompano Beach | FL | 02/2014 | 08/2016 |
| Penn Mutual Life Insurance Co | Horsham | PA | 06/2021 | 04/2022 |
| The Home Depot | Sandy Springs | GA | 06/2021 | 11/2021 |
| Hornor Townsend & Kent Llc | Horsham | PA | 08/2021 | 04/2022 |
| J. P. Morgan Securities Llc | Atlanta | GA | 05/2022 | 12/2023 |
| Jpmorgan Chase Bank N. A. | Atlanta | GA | 05/2022 | 12/2023 |
| Prudential Financial | Atlanta | GA | 04/2020 | 05/2021 |
| Wal-Mart | East Point | GA | 04/2020 | 12/2020 |
| Falcon Aviation Academy | Newnan | GA | 12/2016 | 05/2017 |
| The Home Depot | Atlanta | GA | 02/2022 | 01/2024 |
| Equitable Advisors, Llc. | New York | NY | 08/2024 | 11/2024 |
| New York Life Insurance Company | Alpharetta | GA | 12/2023 | 05/2024 |
| Guardian Life Insurance Company | Atlanta | GA | 12/2024 | 04/2025 |
| Park Avenue Securities | Atlanta | GA | 02/2025 | 04/2025 |
| Guardian Life Insurance Company | Riverdale | GA | 12/2024 | 04/2025 |
| Park Avenue Securities | Riverdale | GA | 02/2025 | 04/2025 |
| Thrivent Investment Management Inc | Atlanta | GA | 06/2025 | Present |
| Lowe's | Fayetteville | GA | 05/2024 | 06/2025 |
| Varsity Tutors | Atlanta | GA | 11/2024 | 06/2025 |
| Thrivent Financial | Appleton | WI | 06/2025 | 07/2025 |
| Thrivent Financial | Appleton | WI | 07/2025 | Present |
| Kroger | Atlanta | GA | 02/2021 | 02/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-18 |
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