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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-12-07 |
Branch Locations
1850 Epps Bridge Pkwy Suite 305, Athens, GA 30606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alps Distributors, Inc. | Denver | CO | 07/2022 | 12/2022 |
| Stadion Money Management, Llc | Watkinsville | GA | 03/2022 | 09/2022 |
| Stadion Money Management, Llc | Watkinsville | GA | 04/2009 | 03/2022 |
| Charles Schwab & Co., Inc. | Athens | GA | 12/2022 | Present |
| Athens Country Club | Athens | GA | 03/2024 | Present |
1) Athens Country Club | Investment Related:No|2700 Jefferson Rd|Athens|GA|30677|USA|Other|Boards of Directors|3/12/2024|Less than 20|0|I have been asked to serve on the Board of Athens Country Club. This is a 3 year term, and will include serving on the finance committee of the Club as well as serving as Board President in my 3rd year , 2) Athens CS, LLC | Investment Related:Yes|Financial Services|Member|8/24/2022|20-40|7|Entity established exclusively in connection with the rep’s independent broker relationship with the firm for liability, protection and tax purposes
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-11-09 |
| S66 | Uniform Combined State Law Examination | 1996-10-31 |
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