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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-20 |
Branch Locations
3531 Walton Way Extension Suite B, Augusta, GA 30909 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Atlanta | GA | 05/2023 | 01/2024 |
| Yardsmith | Augusta | GA | 05/2020 | 08/2020 |
| Augusta National Golf Club | Augusta | GA | 04/2018 | 04/2018 |
| May Brothers Firewood | Augusta | GA | 01/2013 | 12/2022 |
| Auburn University | Auburn | AL | 08/2018 | 12/2022 |
| Aquinas High School | Augusta | GA | 08/2015 | 05/2018 |
| Morgan Stanley | Alpharetta | GA | 12/2024 | 12/2025 |
| Beall Springs Llc | Augusta | GA | 10/2024 | 12/2024 |
| Beall Springs Farm Llc | Warrenton | GA | 05/2018 | 10/2024 |
| Janney Montgomery Scott Llc | Augusta | GA | 12/2025 | Present |
Wakulla Land Management LLC (formerly Beall Springs and Beall Springs Farm LLC), Augusta, GA. Owner (04/2026) - family tree and land maintenance. Investment related, compensated, 4 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-09 |
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