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10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-04-25 |
Branch Locations
10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keeler Thomas Management Llc | Orem | UT | 08/2024 | 12/2024 |
| Modera Wealth Management | Atlanta | GA | 06/2024 | 08/2024 |
| Centennial High School | Las Vegas | NV | 08/2017 | 05/2021 |
| Utah Valley University | Orem | UT | 08/2021 | 12/2024 |
| Capital Investment Advisors | Atlanta | GA | 02/2025 | Present |
| Leavitt Middle School | Las Vegas | NV | 08/2014 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-24 |
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