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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aflac | Columbus | GA | 04/2013 | 09/2016 |
| Regions Bank | Columbus | GA | 06/2016 | 04/2019 |
| Cetera Investment Advisers Llc | Columbus | GA | 06/2016 | 04/2019 |
| Merrill Lynch/Bank Of America, N.A. | Columbus | GA | 04/2019 | 10/2022 |
| Edward Jones | St Louis | MO | 10/2022 | 07/2025 |
| Truist Investment Services, Inc | Columbus | GA | 07/2025 | Present |
| Truist Advisory Services, Inc | Columbus | GA | 07/2025 | Present |
COLUMBUS SYMPHONY ORCHESTRA POSITION: Board Member NATURE: Columbus Symphony Orchestra is a non-profit organization that promotes and performs orchestral arrangements. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2021 ADDRESS: Columbus GA, United States DESCRIPTION: General oversight of the non-profit organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-29 |
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