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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-16 |
Branch Locations
635 North 12Th Street 4Th Floor, Lemoyne, PA 17043 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berenberg Capital Markets Llc | New York | NY | 07/2018 | 09/2022 |
| N/A | Lykens | PA | 05/2018 | 07/2018 |
| Bloomsburg University | Bloomsburg | PA | 08/2017 | 05/2018 |
| Charles Schwab Investment Management | Lone Tree | CO | 06/2017 | 08/2017 |
| Bloomsburg University | Bloomsburg | PA | 08/2016 | 06/2017 |
| Wolfe Research Securities | New York | NY | 09/2022 | 05/2025 |
| Wolfe Research Advisors, Llc | New York | NY | 07/2023 | 05/2025 |
| Osaic Wealth | Scottsdale | AZ | 06/2025 | Present |
| Osaic Advisory Services | Atlanta | GA | 06/2025 | Present |
GL CAPITAL ADVISORS POSITION: Chief Investment Officer NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 175 START DATE: 05/19/2025 ADDRESS: 635 N 12th St, 4th Floor, Lemoyne PA 17043, United States DESCRIPTION: Investment Research and Portfolio analysis and management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-21 |
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