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10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-15 |
| GA | RA | APPROVED | 2025-10-02 |
Branch Locations
10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | Greensboro | NC | 03/2022 | 09/2025 |
| Homepointe Financial | Greensboro | NC | 09/2020 | 03/2022 |
| Nc State Employees Credit Union | Greensboro | NC | 05/2014 | 09/2020 |
| Capital Investment Advisors | Atlanta | GA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-02 |
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