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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-16 |
Branch Locations
6 Concourse Pkwy Suite 2700, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 02/2022 | 09/2023 |
| Zeta Tau Alpha | Statesboro | GA | 01/2020 | 12/2021 |
| Georgia Southern University | Statesboro | GA | 08/2017 | 12/2021 |
| Jewish Community Center Of Atlanta | Dunwoody | GA | 05/2015 | 08/2018 |
| Dunwoody High School | Dunwoody | GA | 08/2013 | 05/2017 |
| Unemployed | Dunwoody | GA | 12/2021 | 02/2022 |
| Morgan Stanley | Alpharetta | GA | 01/2023 | 05/2024 |
| Morgan Stanley | Alpharetta | GA | 09/2023 | 05/2024 |
| Wells Fargo Clearing Services, Llc | Bluffton | SC | 12/2024 | 03/2026 |
| Wells Fargo Bank, Na | Bluffton | SC | 12/2024 | 03/2026 |
| Massmutual Life Insurance Company | Atlanta | GA | 04/2026 | Present |
| Mml Investors Services, Llc | Atlanta | GA | 04/2026 | Present |
| Unemployed | Dunwoody | GA | 05/2024 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-15 |
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