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1331 Spring Street Nw Suite 2500, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-30 |
Branch Locations
1331 Spring Street Nw Suite 2500, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 02/2017 | 03/2022 |
| Unemployed | Jacksonville | FL | 09/2016 | 02/2017 |
| Holland America Princess | Coopers Landing | AK | 05/2016 | 09/2016 |
| Bank Of America, N.A. | Jacksonville | FL | 08/2019 | 03/2022 |
| E*Trade Capital Management | Alpharetta | GA | 10/2022 | 09/2023 |
| E*Trade Securities Llc | Alpharetta | GA | 10/2022 | 09/2023 |
| Unemployed | Atlanta | GA | 05/2022 | 10/2022 |
| Morgan Stanley | Alpharetta | GA | 09/2023 | 01/2024 |
| Morgan Stanley | Alpharetta | GA | 09/2023 | 01/2024 |
| Invesco | Atlanta | GA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-12 |
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