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3715 Northside Parkway Nw, Building 100 Ste 500, Atlanta, GA 30327 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Engagement | Atlanta | GA | 06/2026 | Present |
| Book Of The Month | New York | NY | 06/2026 | Present |
| Student At University Of Pennsylvania | Philadelphia | PA | 08/2024 | Present |
| Brookwood Associates | Atlanta | GA | 06/2025 | 08/2025 |
| The Westminster Schools | Atlanta | GA | 06/2024 | 08/2024 |
| Student At The Westminster Schools | Atlanta | GA | 06/2016 | 05/2024 |
| Novelis | Kennesaw | GA | 06/2023 | 08/2023 |
| Rough Draft Atlanta | Atlanta | GA | 06/2023 | 08/2023 |
| Chick-Fil-A | Atlanta | GA | 01/2023 | 04/2023 |
Book of the Month Club, Not investment related, 34 W 27th St, Floor 10, New York, NY 10001, Intern, started 6/1/2026, 128 hours per month, 128 hours per month during securities trading hours, Book of the Month LLC is an e-commerce subscription box service that sells and ships monthly curated books directly to consumers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-29 |
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