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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-02-10 |
| TX | RA | APPROVED_RES | 2019-01-11 |
| CO | RA | APPROVED | 2018-11-15 |
Branch Locations
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
509 N. Wilcox Street, Ste 101, Castle Rock, CO 80104 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Regis University | Denver | CO | 09/2002 | Present |
| Lpl Financial, Llc | Greenwood Village | CO | 09/2009 | 06/2018 |
| Western Wealth Management, Llc | Greenwood Village | CO | 06/2016 | 06/2018 |
| Makkai Capital Management | Castle Rock | CO | 06/2018 | 06/2018 |
| Northwest Asset Management | Mercer Island | WA | 06/2018 | 10/2018 |
| Advisory Services Network, Llc | Atlanta | GA | 11/2018 | Present |
1. ADAM MAKKAI - LICENSED INSURANCE AGENT SINCE 10/1999. SPENDS LESS THAN 5 HRS PER MONTH ON THIS ACTIVITY; INVESTMENT RELATED. 2. MAKKAI CAPITAL MANAGEMENT LLC: OWNER/MEMBER SINCE 01/2014. SERVICE COMPANY FOR BUSINESS INCOME AND EXPENSES. TIME SPENT: 3 HOURS/MONTH, NONE DURING TRADING HOURS. NOT AN INVESTMENT RELATED ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-06 |
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