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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-03 |
Branch Locations
11675 Great Oaks Way Ste 320, Alpharetta, GA 30022 • United States
College Park, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Atlanta | GA | 04/2018 | 12/2022 |
| Triad Advisors Llc | Atlanta | GA | 04/2021 | 12/2022 |
| Securities America, Inc | Atlanta | GA | 04/2021 | 12/2022 |
| Woodbury Financial Services, Inc | Atlanta | GA | 04/2018 | 12/2022 |
| Royal Alliance Associates, Inc | Atlanta | GA | 04/2018 | 12/2022 |
| Sagepoint Financial, Inc | Atlanta | GA | 04/2018 | 12/2022 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 09/2016 | 02/2018 |
| Suntrust Investment Services, Inc | Atlanta | GA | 03/1996 | 02/2018 |
| J.P. Morgan Securities Llc | Atlanta | GA | 02/2023 | 06/2025 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 02/2023 | 06/2025 |
| Advisor Group Inc | Atlanta | GA | 04/2018 | 12/2022 |
| Suntrust Banks, Inc | Atlanta | GA | 03/1996 | 02/2018 |
| Unemployed | Atlanta | GA | 03/2018 | 03/2018 |
| Unemployed | Atlanta | GA | 01/2023 | 01/2023 |
| Unemployed | Atlanta | GA | 06/2025 | 10/2025 |
| New York Life Insurance Company | Alpharetta | GA | 10/2025 | 01/2026 |
| Nylife Securities Llc | Alpharetta | GA | 09/2025 | 01/2026 |
| Mml Investors Services, Llc | Alpharetta | GA | 02/2026 | Present |
| Massmutual Life Insurance Company | Alpharetta | GA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-09 |
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