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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cici's Pizza | Athens | GA | 03/2015 | 11/2016 |
| Sam's Club | Athens | GA | 11/2016 | 03/2017 |
| Weathercoat | Winterville | GA | 03/2017 | 08/2019 |
| Ingles Markets | Hull | GA | 08/2019 | 11/2019 |
| Wells Fargo Bank, Na | Athens | GA | 12/2019 | 01/2024 |
| Wells Fargo Clearing Services, Llc | Athens | GA | 10/2022 | 01/2024 |
| Jpmorgan Chase Bank, N.A. | Athens | GA | 01/2024 | 02/2025 |
| J.P. Morgan Securities Llc | Athens | GA | 01/2024 | 02/2025 |
| Wells Fargo Clearing Services, Llc | Anderson | SC | 02/2025 | 06/2026 |
| Wells Fargo Bank, Na | Anderson | SC | 02/2025 | 06/2026 |
| Truist Investment Services, Inc | Clemson | SC | 06/2026 | Present |
| Truist Advisory Servies, Inc | Clemson | SC | 06/2026 | Present |
THE CHURCH OF THE LIVING GOD, THE LIGH OF THE WORLD, LEXINGTON INC; NOT INV RELATED; LEXINGTON, GA; RELIGIOUS ORGANIZATION - TREASURER; 03/17/2021; 5 HOURS PER MONTH; 0 HOURS DURING TRADING; COLLECT OFFERINGS FROM CHURCH MEMBERS AND USE FUNDS TO COVER CHURCH NEEDS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-18 |
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