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3340 Peachtree Rd Ne Suite 1400, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-02 |
Branch Locations
3340 Peachtree Rd Ne Suite 1400, Atlanta, GA 30326 • United States
3340 Peachtree Road Suite 1400, Atlanta, GA 30326 • UNITED STATES
2 disclosure categories 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 |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | St. Louis | MO | 07/2015 | 02/2017 |
| Carter Terry & Company Inc. | Atlanta | GA | 02/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-18 |
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