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1702 Sweet Barley Way, Grayson, GA 30017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-16 |
Branch Locations
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 |
|---|---|---|---|---|
| Morgan Stanley | Walnut Creek | CA | 07/2017 | 05/2018 |
| Renaissance Club Sport | Walnut Creek | CA | 08/2015 | 08/2017 |
| Massmutual Life Insurance | Walnut Creek | CA | 07/2018 | 02/2019 |
| Mml Investors Services, Llc | Walnut Creek | CA | 06/2018 | 02/2019 |
| Renaissance Club Sport | Walnut Creek | CA | 08/2018 | 02/2019 |
| Fedex | Oakland | CA | 08/2018 | 11/2018 |
| Jp Morgan Chase Bank | Walnut Creek | CA | 02/2019 | 08/2020 |
| Lyft | Concord | CA | 05/2018 | 11/2018 |
| Sovereign Sports Performance Llc | Martinez | CA | 07/2020 | 02/2023 |
| Mason And Mcduffie Mortgage Company | San Ramon | CA | 09/2020 | 08/2022 |
| Ups | Richmond | CA | 11/2021 | 07/2022 |
| Crunch Fitness | Walnut Creek | CA | 07/2022 | 01/2023 |
| Merrill Lynch | Los Angeles | CA | 01/2023 | 05/2024 |
| Bank Of America Na | Los Angeles | CA | 04/2023 | 05/2024 |
| La Fitness/Fitness International | Harbor City | CA | 04/2023 | 06/2023 |
| Edward Jones | St Louis | MO | 05/2024 | 11/2025 |
| Privé Wealth Management, Llc | Grayson | GA | 11/2025 | Present |
| Amazon | Jefferson | GA | 12/2025 | 04/2026 |
| Uber | Grayson | GA | 12/2025 | 04/2026 |
| Walmart | Lawrenceville | GA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-16 |
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