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3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-07-10 |
Branch Locations
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invesco Distributors, Inc. | Houston | TX | 05/2010 | 09/2023 |
| Voya Investment Management Co. | New York | NY | 09/2023 | 03/2024 |
| Voya Investment Management | Atlanta | GA | 09/2023 | 03/2024 |
| Voya Investments Distributor, Llc | Windsor | CT | 09/2023 | 03/2024 |
| Liquid Strategies, Llc | Atlanta | GA | 03/2024 | Present |
| Foreside Fund Services, Llc | Atlanta | GA | 01/2025 | Present |
1) Liquid Strategies, LLC; Investment Related; Atlanta, GA; Investment Management Firm; Chief Compliance Officer; Start Date 3/5/2024; 160 Hrs Per Month; In charge of administering and overseeing adviser and funds compliance program. 2) APIA, LLC; Non-Investment Related; Suwanee, GA; Holding Company for Spouse Wellness Business; Owner; Start Date 10/31/24; 8 Hrs Per Month, 0 During Trading Hrs; Listed as owner of LLC for holding company that is for spouse's wellness business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-14 |
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