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One Alliance Center 3500 Lenox Road, Suite 1500, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-16 |
| GA | RA | APPROVED | 2022-10-14 |
Branch Locations
One Alliance Center 3500 Lenox Road, Suite 1500, Atlanta, GA 30326 • United States
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 |
|---|---|---|---|---|
| Woodstock Financial Group, Inc | Woodstock | GA | 05/2011 | 12/2019 |
| Woodstock Wealth Management, Inc. | Woodstock | GA | 06/2018 | Present |
| St Bernard Financial Services, Inc. | Russellville | AR | 10/2020 | 12/2022 |
| Clarity Wealth Solutions Llc | Atlanta | GA | 02/2022 | Present |
1. SOLE PROPRIETOR; INVESTMENT RELATED; 3500 LENOX RD. SUITE 1500, ATLANTA, GEORGIA 303026; NON-SECURITIES RELATED INSURANCE BUSINESS; OWNER; STARTED IN 2003; DEVOTES APPROXIMATE 5 HOURS A MONTH OF WHICH NONE ARE DURING TRADING HOURS; DUTIES INCLUDE SELL NON-SECURITIES INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-08 |
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