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10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-23 |
Branch Locations
8101 E. Prentice Avenue #1000, Greenwood Village, CO 80111 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services | Charlotte | NC | 01/2025 | 04/2025 |
| Disys | Mc Lean | VA | 01/2025 | 04/2025 |
| The One Group | Charlotte | NC | 09/2024 | 12/2024 |
| Macquarie Group | Jacksonville | FL | 02/2024 | 06/2024 |
| Macquarie Group | Jacksonville | FL | 06/2023 | 08/2023 |
| Gavali Salon | Fairfield | CT | 05/2020 | 12/2021 |
| Molto Wine Bar | Fairfield | CT | 05/2020 | 08/2020 |
| Green Farms Nursery | Westport | CT | 09/2020 | 12/2020 |
| Trumbull High School | Trumbull | CT | 08/2016 | 06/2020 |
| Clemson University | Clemson | SC | 01/2021 | 05/2024 |
| Capital Investment Advisors | Denver | CO | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-11 |
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