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10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-18 |
| AZ | RA | APPROVED | 2021-11-30 |
Branch Locations
10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
2141 E. Camelback Road Suite 205, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Fund Advisors | Phoenix | AZ | 08/2014 | 01/2017 |
| Cole Capital Corporation | Phoenix | AZ | 08/2014 | 01/2017 |
| Griffin Capital Securities Llc | Phoenix | AZ | 01/2017 | 08/2017 |
| Lpl Financial Llc | Phoenix | AZ | 09/2017 | 10/2021 |
| National Bank Of Arizona (Zions Bank Affliate) | Phoenix | AZ | 09/2017 | 10/2021 |
| Capital Investment Advisors | Atlanta | GA | 11/2021 | Present |
| Capital Investment Advisors | Atlanta | GA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-12 |
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