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12655 Birmingham Hwy Suite 201, Milton, GA 30004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-12 |
| GA | RA | APPROVED | 2021-07-14 |
Branch Locations
12655 Birmingham Hwy Suite 201, Milton, GA 30004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Wealth Management Llc | Atlanta | GA | 03/2011 | 06/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2012 | 02/2020 |
| Bluechip Wealth Advisors Llc. | Milton | GA | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-10-16 |
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