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Acworth, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-19 |
| GA | RA | APPROVED | 2011-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triumph Advisors, Ltd | Acworth | GA | 01/2006 | Present |
| Tcm Securities, Inc. (Taylor Capital Management, Inc.) | Woodstock | GA | 08/2009 | 08/2019 |
| Triumph Insurance Advisors, Inc. | Acworth | GA | 02/2009 | Present |
| Triumph Wealth Advisors, Inc. | Acworth | GA | 02/2010 | Present |
| World Equity Group, Inc. | Schaumburg | IL | 08/2021 | Present |
1) TRIUMPH WEALTH ADVISORS, INC.; YES, INVESTMENT RELATED. ADDRESS: 6501 VICTORY DRIVE, ACWORTH, GA 30189; START DATE: 2/08/2010. . PRESIDENT. RIA.MANAGER, COMPLIANCE,DUE DILIGENCE, PORTFOLIO DESIGN,INVESTMENT ANALYSIS. APPROX HRS/MO: 1600. ALL DURING SECURITIES TRADING HOURS. 2) TRIUMPH INSURANCE ADVISORS INC. NON-INVESTMENT RELATED; 6501 VICTORY DRIVE, ACWORTH, GA 30189; VICE PRESIDENT; FOCUS ON INSURANCE BROKER-COMPLIANCE & OPERATION. APPROX. HRS/MO: 800. ALL DURING SECURITIES TRADING HOURS. 3)Generations Auto Sales; Not INVESTMENT RELATED; 220 Heritage Walk, Suite 216, Woodstock, GA 30188; Nature of OBA: Used auto modifying, trading and sales.; Posn/Title/Relationship: Owner; Start Date: 01/01/2024; Approx No of Hrs per Month: 10; Hrs during trading Hrs: ZERO; Duties: Research, Sourcing and Purchasing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-19 |
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