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50 East Loucks Street Suite 201, Sheridan, WY 82801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-11-25 |
Branch Locations
50 East Loucks Street Suite 201, Sheridan, WY 82801 • United States
1355 Peachtree Street Suite 1110, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 10/2016 | 11/2018 |
| Unemployed | Atlanta | GA | 02/2016 | 05/2016 |
| Trimont Real Estate Advisors | Atlanta | GA | 05/2016 | 07/2016 |
| Frontier Asset Management | Atlanta | GA | 07/2016 | 10/2016 |
| Bank Of America, N.A. | Atlanta | GA | 01/2017 | 11/2018 |
| Infinex Investments | Atlanta | GA | 12/2018 | 08/2019 |
| Iberia Financial Services | Atlanta | GA | 12/2018 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-08 |
| S65 | Uniform Investment Adviser Law Examination | 2004-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-15 |
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