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3480 Preston Ridge Road Suite 500, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-08 |
| AZ | RA | APPROVED | 2023-11-29 |
| NC | RA | APPROVED | 2022-12-15 |
| WA | RA | APPROVED | 2021-03-18 |
Branch Locations
3480 Preston Ridge Road Suite 500, Alpharetta, GA 30005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Tacoma | WA | 05/2015 | Present |
| American Wealth Management, Inc. | Atlanta | GA | 02/2020 | Present |
PENINSULA METROPOLITAN PARK DISTRICT; NOT INV. RELATED; GIG HARBOR, WA; COMMISSIONER; START DATE 10/2019; 6 HRS PER MONTH; 0 HRS DURING TRADING; GOVERN AND OVERSEE THE OPERATION. TACOMA NARROWS AIRPORT ADVISORY COMMISSION; NOT INV. RELATED; TACOMA, WA; COMMISSIONER; START DATE 1/2019; 2 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND QUARTERLY MEETINGS AND MAKE RECOMMENDATIONS TO PIERCE COUNTY GOVERNMENT ON MATTERS RELATED TO THE AIRPORT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-26 |
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