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3200 Windy Hill Road, Se Suite 1550E, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-11-20 |
Branch Locations
3200 Windy Hill Road, Se Suite 1550E, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ics Group | Hartford | CT | 06/2018 | 04/2019 |
| Triad Advisors | Norcross | GA | 04/2019 | 10/2021 |
| Unemployed | Fayetteville | GA | 08/2016 | 05/2018 |
| Globalt Investments | Atlanta | GA | 10/2021 | Present |
1)UFAB Moms LLC | START 12/2016 | 1029 PEACHTREE PKWY NORTH, SUITE 229, PEACHTREE CITY, GA 30269 | PARTNER | NOT INVESTMENT RELATED | 8 HRS/MO, 0 DURING TRADING | NO COMPENSATION | CO-OWNER OF THE BUSINESS. MY PARTNER AND I HAVE A FEW IDEAS FOR RETAIL PRODUCTS. WE HAVE TWO OF THEM PATENTED, ONE ALSO TRADEMARKED. ONLY ONE HAS BEEN PRODUCED SO FAR, BOTTLE BUTTONS. THIS PRODUCT IS DESIGNED TO SIT ON TOP OF A STANDARD BEVERAGE BOTTLE TO DISTINGUISH YOUR BOTTLE FROM SOMEONE ELSE'S. 2) JACK AND JILL OF AMERICA - ATLANTA CHAPTER | JUNE 2012 | PO BOX 79013, ATLANTA, GA 30357 | NON-PROFIT | ASSISTANT FINANCIAL SECRETARY AND MOTHER MEMBER | NOT INVESTMENT RELATED | 12 HRS/MO, 0 DURING TRADING | NO COMPENSATION | AS ASSISTANT FINANCIAL SECRETARY, I SUPPORT AND BACK UP THE CHAPTERS FINANCIAL SECRETARY AND TREASURER. I ASSIST ON DIFFERENT COMMITTEES SUCH AS MEMBERSHIP AND FUNDRAISING. AS A MOTHER MEMEBER I WORK WITH OTHER MOMS WITH CHILDREN IN THE SAME GRADE AS MY 2 CHILDREN TO COME UP WITH LEADERSHIP BASED, EDUCATIONAL, AND FUN MONTHLY ACTIVITIES FOR OUR CHILDREN. 3) PLANET MARKETING/INTELETRAVEL |START NOV. 2016 | 777 EAST ATLANTIC AVE SUITE 300, DELRAY BEACH, FL 33483 | INDEPENDENT TRAVEL AGENCY OWNER, AGENT | NOT INVESTMENT RELATED | 1 HR/MO, 0 DURING TRADING | COMMISSION FROM COMPANY, PLUS DISCOUNTS ON TRAVEL RELATED COMPONENTS (I.E. HOTELS, VACATION PACKAGES, RENTAL CARS, ETC.)| MAKE TRAVEL ARRANGEMENTS FOR FAMILY AND FRIENDS 4) ATLANTA SUBURBAN ALUMNAE CHAPTER OF DELTA SIGMA THETA | START APRIL 2018 | PO BO 311199, ATLANTA, GA 31131 | NON-PROFIT - CHAPTER MEMBER NOT INVESTMENT RELATED | 5/7 HRS/MO, 0 DURING TRADING | NO COMPENSATION | PARTICIPATE IN COMMUNITY SERVICE AND FUNDRAISING EFFORTS OF THE CHAPTER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-23 |
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