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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-24 |
| GA | RA | APPROVED | 2026-08-21 |
Branch Locations
2055 Sugarloaf Circle [G8-Rbo], Duluth, GA 30097 • United States
1324 Thompson Bridge Rd, Gainesville, GA 30501 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 12/2016 | 12/2018 |
| Unemployed | Duluth | GA | 08/2016 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Snellville | GA | 04/2022 | 08/2026 |
| Alex Quilis State Farm | Lawrenceville | GA | 05/2020 | 03/2022 |
| Truist | Atlanta | GA | 03/2022 | 04/2022 |
| Unemployed | Lawrenceville | GA | 12/2018 | 06/2020 |
| Best Buy | Duluth | GA | 01/2020 | 01/2020 |
| Bank Of America, N.A. | Snellville | GA | 08/2022 | 08/2026 |
| Wells Fargo Clearing Services, Llc | Duluth | GA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-13 |
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