Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-07-07
  • GA RA
    APPROVED
    Since 2026-07-07

Branch Locations

1180 West Peachtree St Nw Suite 160, Atlanta, GA 30309 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Finleys Bar And Grill Alpharetta GA 03/2017 11/2018
Unemployed Canton GA 04/2016 06/2017
Best Buy Canton GA 06/2018 11/2018
Unemployed Canton GA 11/2017 03/2018
Crust Alpharetta GA 11/2018 04/2019
Laurel & May Coffee Alpharetta GA 04/2019 07/2019
Student Ft Myers FL 08/2019 04/2020
Unemployed Ft Myers FL 04/2019 08/2019
Doordash Canton GA 04/2020 01/2022
Legacy Family Office Estero FL 01/2022 04/2022
Unemployed Ft Myers FL 04/2022 08/2022
Truist Bank Ft Myers FL 08/2022 07/2023
Truist Advisory Services Inc. Atlanta GA 07/2023 06/2026
Regions Bank Norcross GA 06/2026 Present
Cetera Investment Services Llc Saint Cloud MN 06/2026 Present
Cetera Investment Advisers Llc Norcross GA 07/2026 Present
  • 03/2017 → 11/2018
    Finleys Bar And Grill
    Alpharetta, GA
  • 04/2016 → 06/2017
    Unemployed
    Canton, GA
  • 06/2018 → 11/2018
    Best Buy
    Canton, GA
  • 11/2017 → 03/2018
    Unemployed
    Canton, GA
  • 11/2018 → 04/2019
    Crust
    Alpharetta, GA
  • 04/2019 → 07/2019
    Laurel & May Coffee
    Alpharetta, GA
  • 08/2019 → 04/2020
    Student
    Ft Myers, FL
  • 04/2019 → 08/2019
    Unemployed
    Ft Myers, FL
  • 04/2020 → 01/2022
    Doordash
    Canton, GA
  • 01/2022 → 04/2022
    Legacy Family Office
    Estero, FL
  • 04/2022 → 08/2022
    Unemployed
    Ft Myers, FL
  • 08/2022 → 07/2023
    Truist Bank
    Ft Myers, FL
  • 07/2023 → 06/2026
    Atlanta, GA
  • 06/2026 → Present
    Regions Bank
    Norcross, GA
  • 06/2026 → Present
    Cetera Investment Services Llc
    Saint Cloud, MN
  • 07/2026 → Present
    Norcross, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-25
  • S66 Uniform Combined State Law Examination
    2023-10-25

View on SEC IAPD

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor