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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-11-24 |
Branch Locations
303 Peachtree St, Ne Fl 2, Atlanta, GA 30308 • United States
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 |
|---|---|---|---|---|
| International Financial Solutions, Inc. | Atlanta | GA | 08/2011 | 07/2020 |
| Ifs Advisory, Llc | Atlanta | GA | 08/2011 | 07/2020 |
| San Blas Advisory, Inc. | Conyers | GA | 05/2018 | 07/2020 |
| The Prudential Insurance Company Of America | Atlanta | GA | 07/2020 | 11/2021 |
| Prudential Investment Management Services Llc | Atlanta | GA | 07/2020 | 11/2021 |
| Truist Investment Services, Inc. | Atlanta | GA | 11/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 11/2021 | Present |
LEVEL UP WITH JANET E.! ON FACEBOOK POSITION: owner NATURE: Arts, Entertainment, and Recreation INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 10/18/2021 ADDRESS: 5585 Morton Road, Alpharetta GA 30022, United States DESCRIPTION: Production of short videos for FB/IG on behalf of my Level Up with Janet E.! page. AJJEM ENTERPRISES POSITION: CO-OWNER NATURE: VAN TRANSPORTATION SHORT-TERM AND LONG-TERM RENTAL SERVICE INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2021 ADDRESS: ALPHARETTA GA, United States DESCRIPTION: Administrative in nature- assist with marketing, basic budgeting and year-end accounting/tax filing for the business LEVEL UP WITH JANET E. POSITION: owner/vlogger NATURE: Youtube channel: Level Up with Janet E.! - video blog that discusses journey to your purpose through finding your God-given ability. 10-15 minute video posted once per month. Activity does not and had not had any compensation at this time. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/25/2023 ADDRESS: Atlanta GA, United States DESCRIPTION: Youtube channel: Level Up with Janet E.! - video blog that discusses journey to your purpose through finding your God-given ability. 10-15 minute video posted once per month. Activity does not and had not had any compensation at this time. FAITH INTERNATIONAL CHURCH POSITION: Board Member NATURE: Board Member for a non-profit organization- church INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/31/2023 ADDRESS: East Stroudsburg PA, United States DESCRIPTION: general business knowledge and experience used to assist with executive decision making and strategic planning. CITY OF NORCROSS HOMELESS TASKFORCE POSITION: Taskforce Chair NATURE: Taskforce under appointment of the Mayor of Norcross to address issues and concerns of homelessness and lack of resource in the Norcross area. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/20/2026 ADDRESS: Norcross GA, United States DESCRIPTION: Oversee the taskforce in its effects to build partnerships and ways to combat homelessness within the Norcross area. Assess the viability of grants, apply for grants and organize monies for grants once received. Provide guidance and next steps to the Mayor of Norcross for any initiatives and coordinate with officials, i.e., City Council, police department, etc. to build coalitions and decrease silos and inefficiencies in program implementation and governance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-17 |
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