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2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2010-07-19 |
Branch Locations
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 |
|---|---|---|---|---|
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 06/2010 | Present |
1. FIXED INSURANCE. NOT INVESTMENT RELATED. Address: 260 W MILLBROOK RD, RALEIGH, NC 27609. Description: TERM INSURANCE, FIXED ANNUITIES, DISABILITY INSURANCE SALES. Position: AGENT. Start Date: 6/01/2010 Time Commitment: 8 hours during securities trading hours. 2. BOWERS ADVISORY INC DBA BOWERS PRIVATE WEALTH MANAGEMENT. INVESTMENT RELATED. Address: 260 W MILLBROOK RD, RALEIGH, NC 27609. Description: DBA FOR FINANCIAL PLANNING ACTIVITIES. Position: OWNER/SOLE PROPRIETER. Start Date: 6/2014. Time Commitment: 160/month, 130 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-01 |
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