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550 Pharr Rd. Suite 700, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-10-23 |
| GA | RA | APPROVED | 2018-09-28 |
Branch Locations
2 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 |
|---|---|---|---|---|
| World Equity Group | Schaumburg | IL | 12/2010 | 09/2018 |
| Peachcap Securities, Inc. | Atlanta | GA | 09/2018 | Present |
| Peachcap Tax & Advisory, Llc | Atlanta | GA | 09/2018 | Present |
IDEX FINANCIAL GROUP LLC, INV RELATED, 9055 Selborne Ln, Serenbe, GA, 30268, MANAGING PARTNER, START DATE: 2010, 10 HRS PER MONTH, 30 DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-28 |
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