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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-07-30 |
| TX | RA | APPROVED | 2023-02-02 |
Branch Locations
3550 Lenox Road Suite 1950, Atlanta, GA 30326 • United States
250 Nicollet Mall Suite 2000, 16Th Floor, Minneapolis, MN 55401-1931 • United States
Cartersville, GA • United States
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 |
|---|---|---|---|---|
| Lincoln Financial Distributors, Inc | Radner | PA | 08/2014 | 11/2018 |
| Edward Jones | St. Louis | MO | 11/2018 | 07/2019 |
| Usaa Financial Advisors Inc | San Antonio | TX | 02/2020 | 05/2020 |
| Usaa Investment Management Company | San Antonio | TX | 02/2020 | 05/2020 |
| Peyton Resource Group | San Antonio | TX | 02/2020 | 05/2020 |
| Unemployed | San Antonio | TX | 07/2019 | 02/2020 |
| Wells Fargo Bank, Na | San Antonio | TX | 06/2020 | 01/2021 |
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 06/2020 | 01/2021 |
| Rbc Capital Markets, Llc | Atlanta | GA | 01/2023 | Present |
| Retirement Llc | Oklahoma City | OK | 02/2021 | 01/2023 |
(1)TEXAS ASSOCIATION OF SPORTS OFFICIALS, NOT INVT RELATED, SAN ANTONIO, TX, FOOTBALL OFFICIAL, START DATE 10/2/2020, 15 HRS PER MONTH, 0 HRS DURING TRADING, FOOTBALL OFFICIAL. (2) NAME OF ENTITY: Texas Association of Sports Officials ADDRESS: 1221 West Campbell Road, Suite 141 Richardson, TX 75080 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: High School Football Official CAPACITY: Independent Contractor/Consultant START DATE: 08/25/2023 DUTIES: On field football official for junior high & high school football games. HOURS DEVOTED PER MONTH: 5 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-18 |
| S65 | Uniform Investment Adviser Law Examination | 2005-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-26 |
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