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1600 Pennsylvania Avenue, Mcdonough, GA 30253 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-01-03 |
Branch Locations
1600 Pennsylvania Avenue, Mcdonough, GA 30253 • United States
1600 Pennsylvania Ave., Mcdonough, GA 30253 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ger Loftin Wealth Advisors, Llc | Attlanta | GA | 07/2012 | 03/2018 |
| United Planners' Financial Services | Scottsdale | AZ | 07/2012 | 03/2018 |
| Triad Advisors | Norcross | GA | 04/2018 | 06/2019 |
| Commonwealth Of Atlanta Llc | Atlanta | GA | 06/2019 | 10/2019 |
| Investacorp | Miami | FL | 06/2019 | 10/2019 |
| Investacorp Advisory Services | Miami | FL | 06/2019 | 10/2019 |
| American Global Wealth Management | Mcdonough | GA | 11/2019 | Present |
| Cape Securities | Mcdonough | GA | 11/2019 | Present |
1 - APR Associate - 1409 Buckingham Place, Stockbridge, GA Owner; Onboarding new prospects, establish accounts, anticipate and resolve account issues or concerns, money, movement, account transfers, preparation for representative to meet with clients including preparing reports, CRM data entry and maintaince. 17 hours per month but 0 during trading hours. 2 - Wyngate POA, Non-Investment Related, Conducted from 901 Durham Way, Stockbridge, GA 30281. The nature of the Outside Business Activity (OBA) is homeowner's association, my position in the organization is president, the duties of this position are manage the affairs of the HOA. Our HOA retains a management company to oversee the daily management of the community. 1/1/2019 was the start of the relationship with the other business and 7.5 hours are devoted to the other business per week and 30 of hours are devoted to the other business during securities trading hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-03 |
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