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2859 Paces Ferry Road Suite 635, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-07-24 |
Branch Locations
2859 Paces Ferry Road Suite 635, Atlanta, GA 30339 • United States
4100 Newport Place Suite 255, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P. | Irvine | CA | 07/2013 | 01/2018 |
| Lpl Financial | Irvine | CA | 01/2018 | 03/2018 |
| Nuveen Securities, Llc | Newport Beach | CA | 05/2018 | 08/2018 |
| F3 Logic, Llc | Irvine | CA | 09/2018 | 12/2019 |
| Veracity Capital Llc | Costa Mesa | CA | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-31 |
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