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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-29 |
| GA | RA | APPROVED | 2024-07-15 |
Branch Locations
3475 Lenox Rd Ne Ste 600, Atlanta, GA 30326-3219 • United States
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 03/2018 | 08/2018 |
| Pike Nurseries | Atlanta | GA | 01/2018 | 03/2018 |
| Prehmus Financial Partners | Norcross | GA | 05/2017 | 08/2017 |
| Auburn University | Auburn | AL | 08/2013 | 12/2017 |
| Morgan Stanley | Atlanta | GA | 09/2018 | 03/2020 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2018 | 03/2020 |
| Invesco | Atlanta | GA | 03/2020 | 04/2022 |
| Pacer Financial, Inc. | Malvern | PA | 04/2022 | 04/2024 |
| Pacer Advisors, Inc. | Malvern | PA | 04/2022 | 04/2024 |
| Ameriprise Financial Services, Llc | Atlanta | GA | 06/2024 | Present |
Outside Employment; Thu Clear, Inc.; Associate Financial Advisor; Manage advisory business; 622 Loridans Drive NE , , Atlanta, GA, 30342; Investment-Related; 06/26/2024; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-11 |
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