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531 Roselane Street Suite 420, Marietta, GA 30060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-02-18 |
| TX | RA | APPROVED | 2025-02-17 |
Branch Locations
531 Roselane Street Suite 420, Marietta, GA 30060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Narwhal Capital Management | Marietta | GA | 01/2024 | 08/2024 |
| Georgia Institute Of Technology | Atlanta | GA | 08/2020 | 12/2024 |
| Caterpillar, Inc. | Peoria | IL | 05/2023 | 08/2023 |
| City Of Avondale Estates | Avondale Estates | GA | 05/2022 | 08/2022 |
| Decatur High School | Decatur | GA | 08/2016 | 05/2020 |
| Narwhal Capital Management | Marietta | GA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-30 |
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