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11780 Northfall Lane Suite 303, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-07-03 |
| GA | RA | APPROVED | 2015-06-01 |
Branch Locations
11780 Northfall Lane Suite 303, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forthright Wealth Management Llc | Alpharetta | GA | 05/2015 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2015 | Present |
1) FORTHRIGHT MANAGEMENT LLC. INVESTMENT RELATED. AT REGISTERED LOCATION. FINANCIAL PLANNING AND INVESTMENT MANAGEMENT, MANAGING DIRECTOR. START 5/15/2015. 160 HOURS PER MONTH. 160 DURING TRADING. DEVELOP, IMPLEMENT, MONITOR AND PRESENT COMPREHENSIVE FINANCIAL PLANNING. 2) PKSF, INVESTMENT RELATED. AT REGISTERED LOCATION. INSURANCE, AGENT. START 6/2015. 40 HOURS PER MONTH, 40 DURING TRADING. FIXED AND TRADITIONAL INSURANCE SALES. 3)Mr. Johnston is 1/4 owner of the office suite at 5755 North Point Parkway, Suite 47, Alpharetta GA 30022 through Mr. Johnstons's LLC, BP Johnston, LLC 4) Alpharetta Elementary PTO, Not Investment Related, Alpharetta GA 30009, Non-Profit Organization, Treasurer, 7/1/2024, 5 hrs, 5hrs, Checkwriting, disbursements, keeping track of expenses. 5) 70x7 Path to Forgiveness. Not investment related. 37 Old Roswell Road, Alpharetta, GA 30009. Non-Profit. Board Member. Start date: 04/2026. 2-3 hrs/month; all during trading hours. Help make decisions and cast vision for the non-profit including budgeting decisions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-23 |
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