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350 North 5Th Street Suite 1000, Minneapolis, MN 55401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-09-27 |
Branch Locations
3290 Northside Pwky Nw Suite 975, Atlanta, GA 30327 • United States
1251 Avenue Of The Americas, 6Th Floor, New York, NY 10020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone School | Columbus | GA | 01/2012 | 05/2017 |
| Washington And Lee University | Lexington | VA | 08/2017 | 05/2021 |
| Mountaintop Golf And Lake Club | Cashiers | NC | 06/2019 | 07/2019 |
| Southwood Development Co | Atlanta | GA | 06/2020 | 07/2020 |
| N/A | Columbus | GA | 05/2021 | 10/2021 |
| Stifel | Columbus | GA | 10/2021 | 09/2022 |
| Truist Securities, Inc. | Atlanta | GA | 10/2022 | 05/2024 |
| N/A | Columbus | GA | 05/2017 | 08/2017 |
| Piper Sandler & Co. | Atlanta | GA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-12 |
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