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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Securities | Atlanta | GA | 07/2022 | 09/2023 |
| Princeton University | Princeton | NJ | 12/2020 | 06/2022 |
| Butcherjoseph & Co. | St. Louis | MO | 05/2020 | 11/2020 |
| Princeton University | Princeton | NJ | 09/2019 | 04/2020 |
| Werner Enterprises | Omaha | NE | 06/2019 | 08/2019 |
| Unemployed | Stevenson Ranch | CA | 07/2012 | 05/2019 |
| Morgan Stanley | Valencia | CA | 01/2018 | 05/2018 |
| Bip Wealth, Llc | Atlanta | GA | 09/2023 | 09/2024 |
| Mio Partners, Inc. | Atlanta | GA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-13 |
| S65 | Uniform Investment Adviser Law Examination | 2023-10-17 |
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