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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-02-05 |
| TX | RA | APPROVED_RES | 2025-03-17 |
| GA | RA | APPROVED | 2024-04-15 |
Branch Locations
200 Galleria Pkwy Se, Atlanta, GA 30339 • United States
Stone Mountain, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 05/2015 | 08/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 04/2017 | 08/2019 |
| Ubs Financial Services Inc. | Atlanta | GA | 08/2019 | 03/2024 |
| Thrivent Investment Management Inc | Atlanta | GA | 03/2024 | Present |
| Thrivent Financial | Appleton | WI | 03/2024 | Present |
ORANGE THEORY FITNESS POSITION: Owner NATURE: Purchasing an Orange Theory. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2025 ADDRESS: 1227 Rockbridge Rd SW, Stone Mountain GA 30087, United States DESCRIPTION: Help Grow the profitability of the location through community connections. THE MARKETPLACE SHEPHERD POSITION: Author NATURE: Book regarding how to engage the workplace with a kingdom mindset. It does not talk about personal finance. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2026 ADDRESS: 2185 Silver Hill Rd, Stone Mountain GA 30087, United States DESCRIPTION: Book that i Authored
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-20 |
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