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1600 Pennsylvania Avenue, Mcdonough, GA 30253 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-03 |
Branch Locations
1600 Pennsylvania Avenue, Mcdonough, GA 30253 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Private Bank | Charlotte | NC | 06/2011 | 03/2017 |
| Lpl Financial Llc | Fort Mill | SC | 04/2017 | 03/2020 |
| Comerica Securities | Dallas | TX | 05/2020 | 10/2024 |
| World Asset Management | Dallas | TX | 05/2020 | 12/2021 |
| Ameriprise Financial Services, Llc | Dallas | TX | 11/2023 | 03/2024 |
| American Global Wealth Management, Inc | Mcdonough | GA | 06/2025 | Present |
| Self | Charlotte | NC | 10/2024 | 06/2025 |
| Global Investment Advisory | Mcdonough | GA | 06/2005 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-29 |
| S65 | Uniform Investment Adviser Law Examination | 1992-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-09 |
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