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11255 Parsons Road Suite 200, Johns Creek, GA 30097 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-09-24 |
| GA | RA | APPROVED | 2016-09-21 |
Branch Locations
11255 Parsons Road Suite 200, Johns Creek, GA 30097 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Johns Creek | GA | 03/2010 | 07/2019 |
| Ifg Advisory, Llc | Atlanta | GA | 08/2014 | 10/2016 |
| Networth Financial Services, Llc | Johns Creek | GA | 08/2016 | Present |
| Berkeley Advisors, Inc. | Atlanta | GA | 12/2019 | 01/2020 |
| Networth Financial Services | Johns Creek | GA | 07/2016 | Present |
1) 10/19/2016: NetWorth Financial Services - Tax Prep/Accounting/CPA - Not Investment Related - 11255 Parsons Rd, Suite 200 Johns Creek GA 30097 - Start 09/30/2016 - 20 Hr/Mo; 20 Hour(s) During Securities Trading - NetWorth Financial Services is an RIA providing investment management and financial planning services for a fee as well as tax preparation (formerly approved as Johns Creek Wealth Management). we offer tax preparation services for a fee for service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-16 |
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