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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2003-04-02 |
Branch Locations
1895 Phoenix Blvd., Suite 304, Atlanta, GA 30349 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investors Life Insurance Co | Atlanta | GA | 10/1992 | Present |
| Great Southern Life Insurance Co | Atlanta | GA | 10/1992 | Present |
| Northern Life Insurance Co | Atlanta | GA | 10/1992 | Present |
| Lincoln Investment Planning, Inc. | Atlanta | GA | 05/1996 | Present |
BANKS, JACKSON & MIDDLETON, INC. POSITION: Co-Owner, CFO NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 8 START DATE: 04/28/1994 ADDRESS: 1895 Phoenix Blvd, Suite 304, Atlanta GA 30349, United States DESCRIPTION: 33.33% Co-Owner & CFO duties include bill payments (checks/card)General operations and office management NATIONAL WOMEN OF ACHIEVEMENT, INCORPORATED POSITION: Immediate Past National President NATURE: Non-Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2023 ADDRESS: 2601 Prospect Street, Suite B, Houston TX 77004, United States DESCRIPTION: Serve asa Board Member of the National Executive Board of the organization. APRIL'S TAX SERVICES POSITION: Owner/Sole Proprietor NATURE: Income Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 42 SECURITIES TRADING HOURS: 6 START DATE: 01/01/2005 ADDRESS: 1895 Phoenix Blvd, Ste 304, Atlanta GA 30349, United States DESCRIPTION: Income Tax Preparation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-26 |
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