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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 | 2025-01-08 |
| GA | RA | APPROVED | 2023-05-18 |
Branch Locations
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 |
|---|---|---|---|---|
| China Chef Iii | West Columbia | SC | 01/2011 | 12/2016 |
| White Owl Logistics And Designer Services | Atlanta | GA | 01/2015 | 12/2016 |
| Bass Underwriters Llc | Lawrenceville | GA | 01/2016 | 05/2017 |
| Northwestern Mutual Investment Services Llc | Peachtree Cor | GA | 06/2017 | 02/2023 |
| Capital Investment Advisors | Atlanta | GA | 05/2023 | 07/2025 |
| Northwestern Mutual Wealth Management | Peachtree Corners | GA | 05/2018 | 04/2022 |
| Capital Investment Advisors | Atlanta | GA | 08/2025 | 09/2025 |
| Capital Investment Advisors | Atlanta | GA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-30 |
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