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1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-10-27 |
Branch Locations
1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309 • United States
3800 Colonnade Parkway Suite 630, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cahaba Wealth Management | Atlanta | GA | 06/2020 | Present |
| Auburn University | Auburn | AL | 08/2018 | 05/2020 |
| Bertucci's Italian Restaurant | Braintree | MA | 05/2018 | 05/2020 |
| Auburn University | Auburn | AL | 08/2017 | 05/2018 |
| Massachusetts General Hospital | Boston | MA | 05/2017 | 08/2017 |
| Auburn University | Auburn | AL | 08/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-25 |
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