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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-11 |
Branch Locations
303 Peachtree Street, Ne Fl 2 & 3, Atlanta, GA 30308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors Llc | Denver | CO | 08/2014 | 04/2017 |
| Unemployed | Savannah | GA | 04/2017 | 06/2017 |
| Bbtis | Savannah | GA | 06/2017 | 12/2017 |
| Bb&T Securities, Llc | Savannah | GA | 01/2018 | 05/2018 |
| Unemployed | Savannah | GA | 06/2018 | 10/2018 |
| Lpl Financial Llc | Savannah | GA | 10/2018 | 06/2021 |
| Unemployed | Savannah | GA | 07/2021 | 10/2021 |
| Ameriprise Financial Services, Llc | Cooper | TX | 11/2021 | 12/2025 |
| Truist Investment Services,Inc. | Atlanta | GA | 03/2026 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2026 | Present |
GRAY HORSE RANCH HOA POSITION: President NATURE: HOA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2025 ADDRESS: Woodland Park CO, United States DESCRIPTION: President of HOA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-25 |
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