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Account
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3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-02 |
Branch Locations
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
South Setauket, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Melville | NY | 06/2017 | 04/2018 |
| Florida State University | Tallahassee | FL | 08/2013 | 05/2017 |
| Nassau County Police Department | Mineola | NY | 04/2018 | Present |
| Gladstone Wealth Partners | Melville | NY | 06/2019 | 01/2023 |
| Lpl Financial | Melville | NY | 06/2019 | 01/2023 |
| Bison Wealth, Llc Dba Serve And Protect Financial | Atlanta | GA | 01/2023 | Present |
1) 5/2019 - Nassau County Police Department - Police Officer and Union Representative - Not Investment Related - 7700 Jericho Tpke Woodbury, NY 11797 - Police Officer - 144 Hours Per Month/38 Hours During Securities Trading 2) 8/2023 Coverland Brokerage; Insurance Agency; South Setauket NY; Partial Silent Owner; Investment Related; 0 hours per month/ 0 hours during trading hours; no client/prospect communications, silent owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-13 |
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