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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-22 |
| TX | RA | APPROVED_RES | 2026-06-17 |
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 |
|---|---|---|---|---|
| Pnc Investments | Dunwoody | GA | 10/2014 | 10/2018 |
| Pnc Bank | Dunwoody | GA | 10/2014 | 11/2018 |
| Mml Investors Services, Llc | Atlanta | GA | 06/2019 | 01/2021 |
| Massmutual Life Insurance Co | Atlanta | GA | 03/2019 | 01/2021 |
| Unemployed | Doraville | GA | 11/2018 | 03/2019 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 10/2021 | 02/2023 |
| Wells Fargo Bank, Na | Atlanta | GA | 09/2021 | 02/2023 |
| Independent Insurance Agent | Atlanta | GA | 01/2021 | 09/2021 |
| Dear Consulting | Roswell | GA | 03/2023 | 01/2025 |
| Unemployed | Roswell | GA | 01/2025 | 01/2025 |
| Guardian Life Insurance Company | Atlanta | GA | 01/2025 | 02/2026 |
| Park Avenue Securities | Atlanta | GA | 01/2025 | 02/2026 |
| Guardian Life Insurance Company | Roswell | GA | 01/2025 | 02/2026 |
| Park Avenue Securities | Roswell | GA | 01/2025 | 02/2026 |
| Morgan Stanley | Alpharetta | GA | 06/2026 | Present |
| Guardian Life Insurance Company | Roswell | GA | 02/2026 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-02 |
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