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Decatur, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-17 |
| LA | RA | APPROVED | 2024-04-23 |
| GA | RA | APPROVED | 2024-03-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Federated Securities Corp | Pittsburgh | PA | 07/2010 | 03/2017 |
| Federated Investors Inc | Pittsburgh | PA | 07/2010 | 03/2017 |
| Federated Mdta Llc | Boston | MA | 09/2010 | 03/2017 |
| Federated Global Investment Management Corp | New York | NY | 01/2011 | 03/2017 |
| Touchstone Securities | Cincinnati | OH | 04/2017 | 03/2024 |
| Ifs Financial Services | Cincinnati | OH | 04/2017 | 03/2024 |
| Root Wealth Management Llc | Decatur | GA | 03/2024 | Present |
The Hamstrings (Atlanta-based band); Not investment related; Atlanta, GA; Nature: Garage cover band; Musician; Start: 11/15/23; Appr 5 hours/month; 0 during securities trading hours; Duties: I play in the band
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-17 |
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