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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-06 |
| TX | RA | APPROVED | 2026-04-01 |
Branch Locations
11175 Cicero Dr Ste 450, Alpharetta, GA 30022-1166 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta | GA | 10/2010 | 04/2026 |
| Bank Of America, N.A. | Alpharetta | GA | 04/2011 | 04/2026 |
| Ameriprise Financial Services, Llc | Alpharetta | GA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-29 |
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