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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-22 |
Branch Locations
2300 Windy Ridge Parkway Suite 150-S, Atlanta, GA 30339 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Atlanta | GA | 04/2015 | 11/2016 |
| Wells Fargo Bank Na | Atlanta | GA | 04/2015 | 03/2026 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 11/2016 | 03/2026 |
| Cetera Investment Services Llc | St Cloud | MN | 04/2026 | Present |
| Cetera Investment Advisors Llc | Atlanta | GA | 04/2026 | Present |
1. OWNER OF ELEVATE RENTALS LLC; MANAGE RENTAL PROPERTIES, ALSO USED TO RENT CAR AND BOAT FOR BUSINESS PURPOSES; 2. BOARD MEMBER AT ACWORTH BUSINESS ASSOCIATION; NETWORKING PLATFORM CONNECTING COMMUNITY AND BUSINESSES THROUGH NETWORKING EVENTS; 5 HRS/WK 3. ENVOY WEALTH MANAGEMENT, DBA FOR CETERA BUSINESS, 100% OWNER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-18 |
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