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200 Park Avenue, New York, NY 10166 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-02-14 |
| AK | RA | APPROVED | 2023-12-11 |
| RI | RA | APPROVED | 2023-11-20 |
| DE | RA | APPROVED | 2023-11-15 |
| AZ | RA | APPROVED | 2023-11-14 |
| SC | RA | APPROVED | 2023-11-08 |
| KY | RA | APPROVED | 2023-11-07 |
| LA | RA | APPROVED | 2023-11-07 |
| IL | RA | APPROVED | 2023-11-06 |
| ME | RA | APPROVED | 2023-11-06 |
| NM | RA | APPROVED | 2023-11-06 |
| ND | RA | APPROVED | 2023-11-06 |
| OK | RA | APPROVED | 2023-11-06 |
| VA | RA | APPROVED | 2023-11-06 |
| GA | RA | APPROVED | 2023-11-03 |
| IN | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED_RES | 2023-11-02 |
Branch Locations
5780 Powers Ferry Road Nw, Atlanta, GA 30327 • United States
200 Park Avenue, New York, NY 10166 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robson Planning Group | Marietta | GA | 09/2013 | 09/2017 |
| Lpl Financial, Llc | Marietta | GA | 09/2013 | 09/2016 |
| Stratos Weatlh Parnters | Marietta | GA | 09/2013 | 09/2016 |
| Fsc Securities Corp | Atlanta | GA | 09/2016 | 09/2017 |
| New View Innovation | Atlanta | GA | 09/2017 | 09/2018 |
| Unemployed | Smyrna | GA | 09/2018 | 12/2018 |
| Yeomans Consulting Group | Marietta | GA | 12/2018 | 12/2019 |
| Sagepoint Financial, Inc. | Marietta | GA | 12/2018 | 12/2019 |
| Howard Capital Management, Inc. | Roswell | GA | 12/2019 | 10/2021 |
| Fnex Capital | Indianapolis | IN | 01/2022 | 09/2022 |
| Mount Yale Investment Advisors, Llc | Kennesaw | GA | 09/2022 | 10/2023 |
| Voya Investment Management | Atlanta | GA | 10/2023 | Present |
| Voya Investments Distributor, Llc | Windsor | CT | 10/2023 | Present |
| Voya Investment Management Co. Llc | New York | NY | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-27 |
| S66 | Uniform Combined State Law Examination | 2019-06-11 |
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