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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 | 2022-06-23 |
| CO | RA | APPROVED | 2022-01-18 |
Branch Locations
10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
8101 E. Prentice Avenue Suite 1000, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personal Capital Advisors Corporation | Denver | CO | 12/2015 | 07/2019 |
| Personal Capital Advisors Corporation | Denver | CO | 07/2019 | 09/2021 |
| Capital Investment Advisors, Llc | Atlanta | GA | 01/2022 | Present |
| Unemployed | Lakewood | CO | 09/2021 | 12/2021 |
| Capital Investment Advisors, Llc | Atlanta | GA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-28 |
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