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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-07 |
Branch Locations
1180 West Peachtree St Nw Suite 160, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-25 |
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