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600 Embassy Row Suite 108, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-14 |
| GA | RA | APPROVED | 2019-12-03 |
Branch Locations
600 Embassy Row Suite 108, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peachtree Financial Group | Atlanta | GA | 09/2010 | Present |
| Peachtree College Planning | Atlanta | GA | 03/2011 | Present |
| Capital Asset Advisory Services, Llc | Haslett | MI | 08/2013 | Present |
| Fiduciary Alliance, Llc | Atlanta | GA | 08/2016 | Present |
| Resurgent Financial Advisors | Atlanta | GA | 09/2019 | Present |
1) INSURANCE BROKERAGE - DBA: PEACHTREE FINANCIAL GROUP, INVESTMENT-RELATED, Two Securities Center, 3500 Piedmont, Suite 225, Atlanta, GA, LIFE INSURANCE SALES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY, MANAGING PARTNER, START DATE: 09/06/2010, APPROXIMATE NUMBER OF HOURS/MONTH: 25-40. APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 10-25, DUTIES: INSURANCE SALES INCLUDING: LIFE, HEALTH, DISABILITY, LTC AND ANNUITIES. 2) PEACHTREE COLLEGE PLANNING, NOT INVESTMENT-RELATED, Two Securities Center, 3500 Piedmont, Suite 225, Atlanta, GA, COLLEGE PLANNING, PARTNER, START DATE: 03/01/2011, APPROX. NUMBER OF HRS/MO: 25-40 HRS/MO, THE NUMBER OF HRS/MO DEVOTED TO THE OUTSIDE BUSINESS ACTIVITY DURING SECURITIES TRADING HOURS: 25-40 HRS/MO, DUTIES: HOLD INFORMATIONAL CLASSES DESCRIBING SERVICES TO BETTER POSITION A STUDENT FOR SCHOOL SELECTION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-12 |
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