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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-08-26 |
Branch Locations
1414 E Center St, Pocatello, ID 83201 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Idaho State University | Pocatello | ID | 08/2017 | 07/2026 |
| Advanced Health Care Solutions | Pocatello | ID | 06/2014 | 07/2017 |
| Osaic Advisory Services | Atlanta | GA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-22 |
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