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1 Skidaway Village Walk Suite 201, Savannah, GA 31411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-10-24 |
| SC | RA | APPROVED | 2023-07-19 |
| GA | RA | APPROVED | 2019-05-16 |
| TX | RA | APPROVED | 2019-04-03 |
Branch Locations
1 Skidaway Village Walk Suite 201, Savannah, GA 31411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Savannah | GA | 08/1989 | 03/2018 |
| Bank Of America, N.A. | Savannah | GA | 03/2012 | 03/2018 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 03/2018 | Present |
| Sound View Wealth Advisors, Llc | Savannah | GA | 03/2018 | 03/2019 |
| Sound View Wealth Advisors Group, Llc | Savannah | GA | 04/2019 | Present |
1. Sound View Wealth Advisors Group, LLC DBA Sound View Wealth Advisors. Investment Related. 1 Skidaway Village Walk, Suite 201, Savannah, GA 31411. RIA. Senior Partner. 03/2018. 40 Hrs/Mo; All During Trading Hours. Senior Partner and Financial Advisor. 2. Sound View Wealth Advisors Insurance, LLC. Investment Related. 1 Skidaway Village Walk, Suite 201, Savannah, GA 31411. Fixed Insurance. Senior Partner. 03/2018. 3 Hrs/Mo; All During Trading Hours. Providing Insurance Solutions to High Net Worth Clients. 3. Telfair Museum. Not Investment Related. 207 W. York Street, Savannah GA 31411. Arts Industry. Board Member. Start 1/2018. Board and committee member.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-13 |
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