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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-07 |
| VA | RA | APPROVED | 2024-04-16 |
Branch Locations
1080 Peachtree Street 4Th Floor, Atlanta, GA 30309 • United States
201 North Union Street Suite 110, Office 107, Alexandria, VA 22314 • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| 1St Portfolio Wealth Advisors | Vienna | VA | 06/2012 | 10/2017 |
| Ategra Capital Management, Llc | Vienna | VA | 10/2017 | 04/2024 |
| Advisory Services Network, Llc | Atlanta | GA | 04/2024 | Present |
1. DSP Financial Group, LLC: owner/member since 04/2024. Service company for business income and expenses. Time spent approx. 5 hours/month, 4 hours during trading hours. Not an investment related activity. 2. DSP Risk Management: owner/partner since 03/2024. Review and discuss risk management needs with business owners and key employees. Time spent approx. 4 hours/month, 1 hours during trading hours. Investment related activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-12 |
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