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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-06 |
Branch Locations
3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
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 |
|---|---|---|---|---|
| Wiley & Associates | Atlanta | GA | 10/1999 | 05/2020 |
| Verity Investments Inc. | Durham | NC | 02/2016 | 05/2020 |
| Verity Asset Management | Durham | NC | 02/2016 | 05/2020 |
| Silver Oak Securities Inc | Jackson | TN | 06/2020 | 01/2023 |
| Portsmouth-Smartlife Financial Group, Llc | Atlanta | GA | 02/2023 | Present |
| Heritage Asset Management | Atlanta | GA | 01/2001 | 05/2021 |
| Upward Bound Wealth Advisors | Atlanta | GA | 01/2001 | Present |
| Cornerstone Advisors Llc | Conyers | GA | 07/2024 | 10/2024 |
| Redwood Private Wealth | Phoenix | AZ | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-13 |
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