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3050 Peachtree Rd Nw Suite 425, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-06-04 |
Branch Locations
3050 Peachtree Rd Nw Suite 425, Atlanta, GA 30305 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Atlanta | GA | 08/2016 | 11/2016 |
| Stephens Inc. | Atlanta | GA | 11/2016 | 01/2019 |
| Stephens Inc. | Atlanta | GA | 01/2019 | 03/2025 |
| Anchyra Partners Llc | Brookhaven | GA | 05/2025 | Present |
Clockwork - 100 North 1st St., #203, Charlottesville, VA - not investment related - Advisory Board Member - March 2017 - Consultants for startup and mid state business - 2 hours per month devoted to the other business - 0 hours devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1980-07-02 |
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