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1600 Pennsylvania Ave., Mcdonough, GA 30253 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-09-18 |
| PA | RA | APPROVED | 2023-09-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Weedman Lawn Care | Carlisle | PA | 01/2019 | 04/2019 |
| Park Avenue Securities | Allentown | PA | 07/2016 | 07/2017 |
| Axa Advisors, Llc | Allentown | PA | 07/2017 | 08/2017 |
| Raymond James Financial Services Advisors, Inc. | Nazareth | PA | 04/2019 | 03/2020 |
| Raymond James Financial Services, Inc. | Naxareth | PA | 04/2019 | 03/2020 |
| New York Life | Scranton | PA | 12/2018 | 03/2019 |
| Unemployed/Study Group Participate | Lehighton | PA | 10/2018 | 12/2018 |
| Vtc Cellular | Lehighton | PA | 07/2018 | 10/2018 |
| Masters Home Solutions | Allentown | PA | 05/2018 | 07/2018 |
| State Farm | Whitehall | PA | 11/2017 | 05/2018 |
| American Global Wealth Management, Inc. | Mcdonough | GA | 05/2021 | 03/2023 |
| Cape Investment Advisory, Inc. | Mcdonough | GA | 05/2021 | 03/2023 |
| Cape Securities Inc. | Mcdonough | GA | 06/2021 | 03/2023 |
| Sharenett Securities Llc | New York | NY | 04/2023 | 05/2023 |
| Securities Compliance Management | Alpharetta | GA | 03/2023 | 05/2023 |
| Erie Insurance | Lehighton | PA | 04/2020 | 04/2021 |
| American Global Wealth Management, Inc. | Mcdonough | GA | 09/2023 | Present |
| Cape Securities, Inc. | Mcdonough | GA | 09/2023 | 03/2026 |
| Cape Investment Advisory, Inc. | Mcdonough | GA | 09/2023 | Present |
| Self Employed | Slatington | PA | 05/2023 | 09/2023 |
| Cape Insurance Solutions | Mcdonough | GA | 11/2023 | Present |
| First Asset Financial Inc | Salina | KS | 01/2025 | Present |
AMGlobe Consulting, LLC. Regulatory Compliance Consulting for affiliated financial services. Position: Compliance Director, Slatington, PA Start Date: 12/20/2024, Consulting hours are full time but not necessarily performed during market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-28 |
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