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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-22 |
| GA | RA | APPROVED | 2019-06-20 |
Branch Locations
2300 Windy Ridge Parkway Suite 150-S, Atlanta, GA 30339 • United States
Marietta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Atlanta | GA | 05/2016 | 06/2019 |
| Foresters Advisory Services | Atlanta | GA | 05/2016 | 06/2019 |
| Marietta Fumc Weekday Board | Marietta | GA | 08/2017 | Present |
| Center For Family Resources | Marietta | GA | 10/2018 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | Present |
| Cetera Investment Advisers Llc | Atlanta | GA | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-25 |
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