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1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-03-11 |
| GA | RA | APPROVED | 2016-06-01 |
| AL | RA | APPROVED | 2016-05-25 |
Branch Locations
1222 Demonbreun Street Suite 1635, Nashville, TN 37203 • United States
1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309 • United States
3800 Colonnade Parkway Suite 630, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cahaba Wealth Management, Inc. | Atlanta | GA | 05/2016 | Present |
1. BLACK DOG, LLC - INVESTMENT RELATED PARTNERSHIP; TITLE: PASSIVE INVESTMENT PARTNER; RESTAURANT/BAR/RETAIL ALCOHOL SALES/INDUSTRY; 1 HR PER MONTH; 0 HRS DURING TRADING 2. SERENDIPITY LAND, LLC - NON-INVESTMENT RELATED; TITLE: PARTNER; ADDRESS: 9042 OLD CHARLOTTE PIKE, PEGRAM, TN 37143; START DATE: 4/15/17; 2 HRS PER MONTH; 0 HRS DURING TRADING 3. 10/2023 Artist Clarity, Inc. ; Business Management; Non Investment Related; Partner/CEO; Currently no time spent; partner with management oversight.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-30 |
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