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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-22 |
Branch Locations
4205 Johns Creek Pkwy, Suwanee, GA 30024 • United States
2055 Sugarloaf Circle [G8-Rbo], Duluth, GA 30097 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Georgia Financial Advisors | Atlanta | GA | 10/2024 | 12/2025 |
| Savi Provisions | Milton | GA | 06/2022 | 09/2024 |
| Scratch Fresh | Milton | GA | 04/2020 | 01/2022 |
| Centre College | Danville | KY | 08/2020 | 05/2024 |
| St. Francis High School | Milton | GA | 08/2016 | 05/2020 |
| Trinity Wealth Securities, Llc | Atlanta | GA | 05/2025 | 12/2025 |
| Wells Fargo Clearing Services, Llc | Suwanee | GA | 06/2026 | Present |
| Wells Fargo Bank, Na | Suwanee | GA | 05/2026 | Present |
| St. Francis High School | Alpharetta | GA | 01/2026 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-16 |
| S65 | Uniform Investment Adviser Law Examination | 2024-10-08 |
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