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3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-18 |
Branch Locations
3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 07/2024 | 09/2025 |
| Unemployed | Woodstock | GA | 05/2024 | 06/2024 |
| Ernst & Young Llp | Atlanta | GA | 06/2022 | 05/2024 |
| Clifftonlarsonallen (Cla) | Atlanta | GA | 01/2022 | 05/2022 |
| Kennesaw State University Sports & Recreation Department | Kennesaw | GA | 08/2019 | 01/2022 |
| Francesca's | Woodstock | GA | 05/2019 | 03/2021 |
| Chick Fil A | Woodstock | GA | 08/2018 | 05/2019 |
| Harmony High School | Harmony | FL | 08/2014 | 07/2018 |
| Kennesaw State University | Kennesaw | GA | 08/2018 | 05/2022 |
| Openarc Corporate Advisory, Llc | Atlanta | GA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-04 |
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