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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2013-10-08 |
Branch Locations
64 Lafayette Road #7 Po Box 887, North Hampton, NH 03862 • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • 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 |
|---|---|---|---|---|
| Cindy Courtney, Cpa, Cfp, Pllc | No. Hampton | NH | 10/1988 | Present |
| Advisory Services Network, Llc | Atlanta | GA | 09/2013 | Present |
| Kovack Securities Inc. | Marietta | GA | 10/2014 | 12/2017 |
1) CINDY COURTNEY, CPA, CFP, PLLC , 64 LAFAYETTE RD #7, NORTH HAMPTON, NH 03862, OWNER/CPA FIRM, NON-INVESTMENT RELATED,ACCOUNTING, TAX PLANNING & PREPARATION, FEE FOR SERVICE, 80 HOURS/MONTH, 70 TRADING HOURS/MONTH, SINCE 1988. 2) CINDY COURTNEY, CPA, CFP. PLLC, INVESTMENT RELATED, FIXED ANNUITY AND LIFE INSURANCE SALES, AGENT, PAID BY COMMISSION, 10 HOURS/MONTH, ALL TRADING HOURS, SINCE 2003. 3) CINDY COURTNEY: COMMERCIAL RENTAL, OWNER, PAID THROUGH RENTAL FEES, ONE HOUR PER MONTH, SINCE 2012, NOT INVESTMENT RELATED,. 4) CINDY COURTNEY: RESIDENTIAL RENTAL PROPERTY OWNER, PAID RENTAL FEES, ONE HOUR PER MONTH, SINCE 05/2022, NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-09-20 |
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