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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-04-15 |
Branch Locations
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
4100 Corporate Center Dr Suite 405, Springdale, AR 72762 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Oxford | OH | 08/2012 | 06/2017 |
| Quintilesims | St. Louis | MO | 08/2017 | 04/2019 |
| Johnson & Johnson | St. Louis | MO | 04/2019 | 04/2022 |
| Harris Insurance & Financial Services | Fort Smith | AR | 05/2022 | Present |
| Cornerstone Advisors Llc | Fayetteville | AR | 10/2023 | 04/2025 |
| Advisory Services Network, Llc | Atlanta | GA | 04/2025 | Present |
1) Harris Insurance and Financial Services: Insurance Agent licensed since 2024-07-01; sale and service of insurance products. Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: less than 1; Percentage of total yearly compensation expected to be derived from the business: 1. Investment related activity. 2) Emma Opportunity II; Member, Investment group; Investment related: Yes; Start date with business: 2021-12-06; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0.25; Percentage of total yearly compensation expected to be derived from the business: 1. 3) Park Street Opportunity LLC: Member, Investment group; Investment related: Yes; Start date: 2019-12-23; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0.25; Percentage of total yearly compensation expected to be derived from the business: 1. 4) Destin Dynasty LLC: Member, Investment group; Investment related: Yes; Start date: 2025-04-11; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0.25; Percentage of total yearly compensation expected to be derived from the business: 1. Not an investment related activity. 5) Matharris Holdings LLC: member; holding company for ownership of recreational use boat. Start date: 2025-04-11; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0.25; Percentage of total yearly compensation expected to be derived from the business: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-21 |
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