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6849 Peachtree Dunwoody Road Building A1, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2007-07-19 |
Branch Locations
6849 Peachtree Dunwoody Road Building A1, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Large And Gilbert | Atlanta | GA | 08/1993 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 03/2007 | 11/2017 |
| Keystone Financial Group, Inc. | Atlanta | GA | 01/2004 | Present |
| Keystone Financial Group, Inc. | Atlanta | GA | 07/2007 | Present |
1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSUARNCE COMPANIES. 2)KEYSTONE FINANCIAL GROUP; ATLANTA, GA; INVESTMENT RELATED; RIA FIRM WHERE WE HANDLE FEE BASED BUSINESS; SECRETARY; 20% OWNER & CHIEF COMPLIANCE OFFICER. 1/2005; 20-30 HOURS/MONTH; 20-30 HOURS DURING TRADING; BUSINESS DEVELOPMENT & TECHNICAL SUPPORT.3)LARGE & GILBERT INC, NOT INVSTMT RELATED, 6849 PEACH TREE DUNWOODY RD, ATLANTA GA, 30328,CORPORATION,PARTNER, 50+HRS/WK: 30+ DURING TRADING HRS,CPA FIRM PROVIDES TAX/ ACCOUNTING SERVICES TO HIGH NET WORTH CLIENTS. 4) L&G TECHNOLOGY SOLUTIONS INC. 6849 PEACHTREE DUNWOODY RD, BLDG B-2 ATLANTA, GA 30328 BEGAN 12/28/95 AS A OWNER. SOFTWARE SALES RESELL CONSTRUCTION ACCOUNTING SOFTWARE. NOT INVESTMENT RELATED. DEVOTES 6 HRS/YR AND 6 HR/YR DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-10-17 |
| S65 | Uniform Investment Adviser Law Examination | 2005-10-03 |
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