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210-4 Avondale Ave, Wilmington, NC 28403-7059 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-08-01 |
| NC | RA | APPROVED | 2021-11-24 |
Branch Locations
6340 Sugarloaf Pkwy Suite 200, Duluth, GA 30097 • United States
210-4 Avondale Ave, Wilmington, NC 28403-7059 • 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 |
|---|---|---|---|---|
| Sterne Agee Investment Advisor Services, Inc. | Birmingham | AL | 06/2016 | 11/2016 |
| Lpl Financial Llc | Dacula | GA | 10/2016 | 11/2021 |
| Hamilton Investment Counsel, Llc | Dacula | GA | 10/2016 | 11/2021 |
| Transitus Wealth Partners | Dacula | GA | 11/2021 | Present |
(1) BYTOR LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 4702 Tarry Post Ln, Suwanee, GA 30024 - Start October 2016 - President - 1 hour per month devoted - 0 Hr/Mo during trading hours; Accounting with Quickbooks. (2) Jeffrey K LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 4702 Tarry Post Ln, Suwanee, GA 30024 - Start January 2022 - President - 1 hour per month devoted - 0 Hr/Mo during trading hours; Accounting with Quickbooks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-08-25 |
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