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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-05-19 |
Branch Locations
3101 Cobb Pkwy Se 124, Atlanta, GA 30339 • United States
600 Portland Avenue South, Minneapolis, MN 55415 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oxygen Financial | Alpharetta | GA | 10/2017 | 03/2020 |
| Imagine That And Future Tech | Peachtree Corners | GA | 11/2016 | 10/2017 |
| Brightree, Llc | Lawrenceville | GA | 06/2016 | 10/2016 |
| Morgan Stanley | Atlanta | GA | 03/2020 | 09/2025 |
| Thrivent Advisor Network, Llc Dba 5280 Associates | Atlanta | GA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-04 |
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