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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-27 |
| GA | RA | APPROVED | 2025-07-22 |
Branch Locations
1 Perimeter Ctr E, Atlanta, GA 30346 • United States
3030 Windy Hill Road, Marietta, GA 30067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Atlanta | GA | 05/2023 | 05/2025 |
| Tennessee Tech University | Cookeville | TN | 05/2019 | 05/2023 |
| Zip's Car Wash | Cookeville | TN | 02/2023 | 05/2023 |
| School K12 | Johns Creek | GA | 08/2013 | 05/2019 |
| Lowe's | Suwanee | GA | 02/2019 | 08/2019 |
| Walmart | Cookeville | TN | 05/2022 | 08/2022 |
| Mml Investors Services, Llc | Atlanta | GA | 05/2024 | 05/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Marietta | GA | 06/2025 | Present |
| The Piedmont Group | Atlanta | GA | 06/2023 | 05/2025 |
| Coldwell Banker / Nrt Llc | Johns Creek | GA | 03/2022 | 07/2024 |
| Bank Of America, N.A. | Marietta | GA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-14 |
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