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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-08-31 |
| GA | RA | APPROVED | 2026-08-31 |
| TX | RA | APPROVED | 2026-08-31 |
| VT | RA | APPROVED | 2026-08-31 |
Branch Locations
Six Concourse Parkway Suite 400, Atlanta, GA 30328-6104 • United States
Lilburn, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Atlanta | GA | 05/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Atlanta | GA | 05/2026 | Present |
| Commonfund | Wilton | CT | 06/2023 | 03/2025 |
| Blackrock | Atlanta | GA | 08/2021 | 05/2023 |
| Northern Trust Wealth Management | Atlanta | GA | 01/2020 | 08/2021 |
| Td Asset Management | Toronto | 07/2014 | 06/2018 | |
| Unemployed - Relocation | Atlanta | GA | 07/2018 | 08/2019 |
| University Of Georgia | Atlanta | GA | 08/2019 | 08/2021 |
| Columbia University | Atlanta | GA | 04/2025 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-24 |
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