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11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| CA | RA | APPROVED | 2023-08-11 |
Branch Locations
11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States
11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Genspring Family Offices Llp | Atlanta | GA | 08/2015 | 07/2018 |
| Truist Advisory Services, Inc | Atlanta | GA | 05/2019 | 07/2023 |
| Suntrust Bank | Atlanta | GA | 07/2018 | 04/2019 |
| Aspiriant | Los Angeles | CA | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-05-31 |
| S65 | Uniform Investment Adviser Law Examination | 2006-03-24 |
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