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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-07-14 |
Branch Locations
130 S Main St Ste 600, Greenville, SC 29601 • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Greenville | SC | 05/2015 | 07/2021 |
| Advisory Services Network, Llc | Atlanta | GA | 07/2021 | Present |
| Calton & Associates, Inc. | Tampa | FL | 08/2024 | 11/2024 |
1)INDEPENDENT INSURANCE AGENT SINCE 06/2006; SALES AND SERVICE FOR LIFE INSURANCE/ANNUITY PRODUCTS. TIME SPENT: LESS THAN 5 HRS/MONTH ALL DURING TRADING HOURS. INVESTMENT RELATED ACTIVITY. 2)3W PROJECT LLC: SPEAKER, EDUCATOR, CONTENT CREATOR FOR EDUCATION AND AWARENESS ON FINANCIAL WELLBEING FOR WOMEN SINCE 06/2025. TIME SPENT: 12 HOURS PER MONTH, 4 HOURS PER MONTH DURING TRADING HOURS. INVESTMENT RELATED ACTIVITY. 3)CO-TRUSTEE FOR SISTER'S TRUST, INV RELATED, GREENVILLE, SC, START: 3/18/19, 5 HRS/MONTH, 5 HRS DURING TRADING. 4)CO-TRUSTEE FOR MOTHER'S TRUST, INV RELATED, GREENVILLE, SC, START: 6/10/2019, 2 HRS/MONTH, 2 HRS DURING TRADING. 5)TRUSTEE FOR FAMILY TRUST, INV RELATED, GREENVILLE, SC, START: 11/19/2018, 2 HRS/MONTH, 2 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-19 |
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