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3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-22 |
| NC | RA | APPROVED | 2025-09-26 |
| GA | RA | APPROVED | 2025-01-15 |
Branch Locations
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advocacy Wealth Management, Llc | Atlanta | GA | 05/2014 | 07/2019 |
| Liquid Strategies, Llc | Atlanta | GA | 07/2019 | Present |
Bison Holdings, LLC; 5500 Lenox Rd, Atlanta, GA 33026; investment related; Business development, Advisor Relations, Investment Support; Member; 3/31/2021;approx 40-80 hours/month; Approx. 20-40 hours/month during trading hours. Liquid Strategies, LLC, 3550 Lenox Rd., Atlanta, GA 30326, Strategy related, business development, advisor relations, 10-20 hours per month, 5-10 hours per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-06-06 |
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