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531 Roselane Street Suite 420, Marietta, GA 30060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-31 |
| TX | RA | APPROVED | 2026-08-20 |
Branch Locations
531 Roselane Street Suite 420, Marietta, GA 30060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Narwhal Capital | Marietta | GA | 03/2026 | Present |
| Tsunami | Salt Lake City | UT | 09/2025 | 03/2026 |
| Narwhal Capital | Marietta | GA | 05/2025 | 08/2025 |
| University Of Utah | Salt Lake City | UT | 07/2022 | 03/2026 |
| Alexandria Area Schools | Alexandria | MN | 07/2016 | 07/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-11 |
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