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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-07-08 |
| GA | RA | APPROVED | 2019-07-03 |
Branch Locations
2055 Sugarloaf Circle [G8-Rbo], Duluth, GA 30097 • United States
1425 Bass Rd Ste 100 [A9-Rbo], Macon, GA 31210 • 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 |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Atlanta | GA | 02/2008 | 07/2019 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 07/2019 | Present |
AMERICAN METAL TECHNOLOGY, LLC; NOT INVESTMENT RELATED; LEWISBURG,TN; 5% OWNERSHIP; START DATE 03/20/2009; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; PASSIVE INVESTOR. FIBERGLASS UNLIMITED, INC, NOT INVT RELATED, ROANOKE, AL, 33% OWNERSHIP, START DATE 6/1/2021, 4 HRS PER MONTH, 0 HRS DURING TRADING, NO DUTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-09 |
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