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1290 Palmetto Ave., Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-03-11 |
Branch Locations
Brookhaven, GA • United States
1290 Palmetto Ave., Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Herndon Capital Management, Llc | Atlanta | GA | 07/2012 | 08/2017 |
| Edge Capital Partners, Llc | Atlanta | GA | 09/2017 | 07/2018 |
| Edge Capital Group, Llc | Atlanta | GA | 08/2018 | 07/2019 |
| Vident Advisory, Llc | Alpharetta | GA | 07/2019 | 10/2020 |
| Alps Distributors, Inc | Denver | CO | 12/2019 | 04/2021 |
| Vident Advisory, Llc | Alpharetta | GA | 10/2020 | 04/2021 |
| Virtus Investment Partners | Brookhaven | GA | 05/2021 | Present |
| Vp Distributors Llc | Brookhaven | GA | 05/2021 | Present |
TOWNHOME RENTAL PROPERTY; NOT INVESTMENT RELATED; 2311 BRIX STREET, ORLANDO, FL 32804; NATURE OF OTHER BUSINESS: RENTAL PROPERTY; POSITION: OWNER/MANAGER; START DATE: 11/1/14; 1 HRS/MONTHLY DEVOTED TO OTHER BUSINESS; 1 HRS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS; DUTIES: MANAGE RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-08-26 |
| S65 | Uniform Investment Adviser Law Examination | 2017-07-20 |
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