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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-06-27 |
Branch Locations
600 W Peachtree St Nw Suite 1700, Atlanta, GA 30308 • United States
Lithia Springs, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Charlotte | NC | 02/2016 | 06/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 02/2016 | 05/2019 |
| Fisher Investments | Camas | WA | 07/2019 | 02/2021 |
| U.S. Bank | Vancouver | WA | 03/2021 | 06/2023 |
| U.S. Bancorp Investments, Inc. | Vancouver | WA | 04/2021 | 06/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 06/2023 | 05/2025 |
| Amazon | Charlotte | NC | 06/2017 | 07/2017 |
| Bank Of America, N.A. | Atlanta | GA | 06/2023 | 05/2025 |
| Tiaa | Atlanta | GA | 06/2025 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Atlanta | GA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-15 |
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