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200 Galleria Pkwy Se Suite 1175, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-05-06 |
| TX | RA | APPROVED | 2019-05-03 |
Branch Locations
200 Galleria Pkwy Se Suite 1175, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Atlanta | GA | 07/2011 | 05/2019 |
| Regent Peak Wealth Advisors | Atlanta | GA | 05/2019 | Present |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 05/2019 | 09/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-27 |
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