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3344 Peachtree Road Ne Suite 2200, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-06-25 |
Branch Locations
3344 Peachtree Road Ne Suite 2200, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ger Loftin Wealth Advisors Llc | Atlanta | GA | 08/2016 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 05/2019 | 08/2023 |
| Bank Of America, U.S. Trust | Atlanta | GA | 08/2017 | 07/2018 |
| Bank Of America, U.S. Trust | Atlanta | GA | 07/2018 | 05/2019 |
| J.P. Morgan Securities Llc | New York | NY | 08/2023 | 06/2025 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 08/2023 | 06/2025 |
| Balentine, Llc | Atlanta | GA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-18 |
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