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533 Johnson Ferry Road Bldg. C Suite 100, Marietta, GA 30068 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-04-20 |
Branch Locations
533 Johnson Ferry Road Bldg. C Suite 100, Marietta, GA 30068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 05/2011 | 02/2018 |
| Lpl Financial Llc | Marietta | GA | 02/2018 | Present |
| Proactive Wealth Strategies, Llc | Marietta | GA | 03/2022 | Present |
1. 02/14/2018 - PWS Real Estate, LLC - Not Investment Related - Marietta, GA - Real Estate Rental - Co-owner - Start Date 5/31/2016 - 1 Hours Per Month/0 During Securities Trading. 2. 02/14/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - AGENT - Start Date 07/01/2011 - 4 Hours Per Month/1 During Securities Trading. 3. 02/14/2018 - NEW JUBILEE INVESTORS LLC - Not Investment Related - 746 HOLCOMB BRIDGE RD NORCROSS GA 30071 - For-profit Business - Member - Start Date 3/15/07 - Time Spent 1%. 4. 11/23/2018 - Proactive Wealth Strategies, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/14/2018 - 2 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-18 |
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