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1776 Peachtree Street Nw Suite 600S, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-10-08 |
| TX | RA | APPROVED_RES | 2019-10-03 |
Branch Locations
1776 Peachtree Street Nw Suite 600S, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westend Advisors | Charlotte | NC | 07/2016 | 08/2017 |
| Fiera Capital Inc. | Redwood City | CA | 10/2017 | 09/2019 |
| Foreside Fund Services, Llc | Redwood City | CA | 10/2017 | 09/2019 |
| Equity Investment Corporation | Redwood City | CA | 09/2019 | Present |
| Foreside Funds Distributors Llc | Redwood City | CA | 09/2019 | Present |
EQUITY INVESTMENT CORPORATION, REDWOOD CITY, CA, INVESTMENT RELATED-ASSET MANAGER, START DATE 09/03/2019, SENIOR DIRECTOR, RESPONSIBLE FOR MARKETING AND SELLING SMAS/MFS TO FINANCIAL ADVISORS, 160 HOURS PER MONTH WITH 130 DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-23 |
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