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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. Incorporated | Milwaukee | WI | 06/2024 | 05/2025 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2020 | 05/2024 |
| North Park Lounge | Murrysville | PA | 05/2019 | 07/2022 |
| Unemployed | Irwin | PA | 05/2013 | 04/2019 |
| Morgan Stanley | Tampa | FL | 06/2025 | 07/2026 |
| Robert W. Baird & Co. Incorporated | Charlotte | NC | 05/2023 | 08/2023 |
| Truist Investment Services, Inc. | Tampa | FL | 07/2026 | Present |
| Truist Advisory Services, Inc. | Tampa | FL | 07/2026 | Present |
*646363 - Wag! Group Co.; Investment Related - No; San Francisco, California; Recreation; Contractor (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2025; During Business Hours: 0; After Business Hours: 4; Walk dogs for customers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-22 |
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