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10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-06-05 |
| FL | RA | APPROVED | 2018-10-16 |
Branch Locations
The Pointe, 2502 N. Rocky Point Drive Suite 675, Tampa, FL 33607 • United States
10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Huntersville | NC | 04/2016 | 08/2017 |
| Charles Schwab Bank | Huntersville | NC | 05/2016 | 08/2017 |
| Northcoast Asset Management | Greenwich | CT | 08/2017 | 09/2018 |
| Quasar Distributors, Llc | Milwaukee | WI | 08/2017 | 09/2018 |
| Capital Investment Advisors, Llc | Tampa | FL | 10/2018 | Present |
| Capital Investment Advisors, Llc | Tampa | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-19 |
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