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353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-07-23 |
Branch Locations
353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States
1180 Peachtree St Ne Suite 2000, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Alpharetta | GA | 08/2024 | 01/2025 |
| Uber | Atlanta | GA | 09/2023 | 08/2024 |
| Georgia Institute Of Technology | Atlanta | GA | 06/2019 | 05/2024 |
| Sydnor Hydro Inc. | Richmond | VA | 06/2022 | 08/2022 |
| Savannah Distributing Company Inc. | Atlanta | GA | 06/2021 | 08/2021 |
| Plugs Appliance | Charleston | SC | 05/2020 | 08/2020 |
| Woodberry Forest School | Woodberry Forest | VA | 09/2015 | 05/2019 |
| The Mather Group, Llc | Atlanta | GA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-02 |
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