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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-17 |
| GA | RA | APPROVED | 2024-10-10 |
Branch Locations
2180 Satellite Blvd Ste 100, Duluth, GA 30097 • United States
Atlanta, GA • United States
11175 Cicero Dr Ste 450, Alpharetta, GA 30022-1166 • 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 |
|---|---|---|---|---|
| Lincoln Financial Distributors | Atlanta | GA | 05/2016 | 07/2023 |
| Ameriprise Financial Services Llc | Alpharetta | GA | 10/2024 | Present |
| Colonial Life | Atlanta | GA | 12/2023 | 09/2024 |
| Independant Contractor | Atlanta | GA | 07/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-13 |
| S65 | Uniform Investment Adviser Law Examination | 2003-10-31 |
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