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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-17 |
| TX | RA | APPROVED | 2025-08-28 |
| GA | RA | APPROVED | 2025-08-04 |
| CA | RA | APPROVED | 2025-07-25 |
Branch Locations
115 Perimeter Center Place Suite 875, Atlanta, GA 30346 • United States
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paces Ferry Wealth Advisors | Atlanta | GA | 02/2023 | 05/2024 |
| Fisher Investments | Camas | WA | 06/2022 | 08/2022 |
| Vector Wealth Strategies | Huntsville | AL | 12/2021 | 06/2022 |
| Memphis Planning And Wealth | Memphis | TN | 12/2020 | 04/2021 |
| Banana Republic | Southaven | MS | 06/2020 | 12/2020 |
| Student | Memphis | TN | 08/2012 | 05/2017 |
| Student | Bonn | 05/2017 | 06/2019 | |
| Student | Tuscaloosa | AL | 07/2019 | 12/2022 |
| Kestra Advisory Services, Llc | Peachtree Corners | GA | 06/2024 | 07/2025 |
| Kestra Investment Services, Llc | Peachtree Corners | GA | 11/2024 | 07/2025 |
| Lido Advisors, Llc | Los Angeles | CA | 07/2025 | Present |
BUSINESS NAME: The Shepherd Center POSITION: Member NATURE: Shepherd Center Junior Committee INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/16/2024 ADDRESS: 2020 Peachtree Road NW, Atlanta GA 30309, United States DESCRIPTION: As a member of the Junior Committee, I must commit to one volunteer opportunity a year, pay $75 in annual dues for socializing and networking events, raise a minimum of $250 and be a community ambassador for the Shepherd Center's mission and programs.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-04 |
| S65 | Uniform Investment Adviser Law Examination | 2023-08-28 |
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