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Atlanta, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-03 |
| TN | RA | APPROVED | 2023-11-20 |
Branch Locations
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Green Square Capital, Llc | Memphis | TN | 06/2003 | 12/2017 |
| Steel Grove Capital Advisors, Llc | Memphis | TN | 06/2003 | 11/2023 |
| Sunbeam Capital Management, Llc | Memphis | TN | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-19 |
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