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5605 Glenridge Drive Suite 950, Atlanta, GA 30342 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-16 |
Branch Locations
5605 Glenridge Drive Suite 950, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 04/2021 | 02/2022 |
| J.P. Morgan Securities Llc | Westerville | OH | 04/2021 | 02/2022 |
| Wellington Management | Boston | MA | 07/2000 | 12/2019 |
| Unemployed | Granville | OH | 10/2020 | 03/2021 |
| Unemployed | Atlanta | GA | 01/2020 | 10/2020 |
| E*Trade Securities Llc | Alpharetta | GA | 02/2022 | 05/2022 |
| Dempsey Lord Smith, Llc | Rome | GA | 05/2022 | 11/2025 |
| Mccormack Financial Planning Inc. | Atlanta | GA | 05/2022 | Present |
| Mccormack Financial Planning Inc. | Atlanta | GA | 10/2023 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2025 | 12/2025 |
| M.S. Howells & Co. | Scottsdale | AZ | 01/2026 | Present |
1. McCormack Financial Planning; Investment-related- Yes; Atlanta,GA; Position/Title- Director of Trading & Operations; Start date- 5.19.22; Approximately 160 hours per month, 40 during trading hours; Description- Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-15 |
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