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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-28 |
| GA | RA | APPROVED | 2022-03-03 |
Branch Locations
Brookhaven, GA • United States
2300 Windy Ridge Parkway Se Suite 840, Atlanta, GA 30339 • United States
115 Towne Center Parkway Suite 108, Hoschton, GA 30548 • United States
1785 Chesire Bridge Rd Ne, Atlanta, GA 30324 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Atlanta | GA | 08/2011 | 07/2018 |
| Capital Asset Advisory Services | Haslett | MI | 07/2018 | 01/2023 |
| Geneos Wealth Management Inc | Brookhaven | GA | 07/2018 | Present |
| Scarlet Oak Financial Services | Atlanta | GA | 07/2018 | 01/2019 |
| Financial Care Providers | Brookhaven | GA | 01/2019 | Present |
1) DBA: Will work under FINANCIAL CARE PROVIDERS non investment related business located at branch location. 2) Independent Rep with various insurance carries for FIXED INSURANCE SALES. 3) GOLF FOR THE KIDS-Founder. 4) MY SECURE ADVANTAGE-SPEAKER. 5) WARREN EPSTEIN AND ASSOCIATES ARCHITECTS INC-BOARD MEMBER. 6) TERRY COLLEGE OF BUSINESS-INSTRUCTOR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-22 |
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