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33 West 14Th Street 3Rd Floor, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-08 |
| AL | RA | APPROVED | 2023-11-07 |
| SC | RA | APPROVED | 2023-11-07 |
| GA | RA | APPROVED | 2023-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Firstrust Llc | Atlanta | GA | 12/2013 | 07/2020 |
| Mccormack Financial Planning Inc. | Atlanta | GA | 08/2020 | 04/2022 |
| Wiser Wealth Management | Marietta | GA | 04/2022 | 01/2023 |
| Synovus Securities, Inc. | Alpharetta | GA | 04/2023 | Present |
| H&R Block | Atlanta | GA | 11/2018 | 04/2019 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-10-20 |
| S66 | Uniform Combined State Law Examination | 2006-10-21 |
| S65 | Uniform Investment Adviser Law Examination | 1993-07-12 |
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