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3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-29 |
| GA | RA | APPROVED | 2024-03-19 |
Branch Locations
3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 09/2013 | 09/2023 |
| Suntrust Bank | Atlanta | GA | 08/2013 | 09/2023 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 09/2023 |
| Dempsey Lord Smith, Llc | Rome | GA | 09/2023 | 02/2024 |
| Mccormack Financial Planning, Inc. | Atlanta | GA | 09/2023 | 02/2024 |
| Truist Advisory Services, Inc. | Atlanta | GA | 09/2016 | 06/2023 |
| Advocacy Wealth Management, Llc | Atlanta | GA | 02/2024 | Present |
Forge Consulting LLC, 11 Depot Street, Hartwell GA 30643, Non-investment related, Insurance agency, Parent company of Advocacy Wealth Management, no direct compensation, Title: Agent, started 02/2024, devote 5-10hrs/month during securities trading hours, Duties: Servicing and Placing Insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-09 |
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