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14221 Dallas Parkway Suite 100, Dallas, TX 75254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-01 |
Branch Locations
8000 Avalon Boulevard Suite 100, Alpharetta, GA 30009 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Made Holdings, Llc | Greensboro | GA | 03/2010 | 12/2020 |
| Made Media Network, Llc | Greensboro | GA | 01/2013 | 02/2018 |
| Primerica Financial Services | Cumming | GA | 01/2014 | 12/2019 |
| Pfs Investments Inc | Cumming | GA | 04/2014 | 12/2019 |
| Portsmouth Financial Services | San Francisco | CA | 05/2020 | 09/2020 |
| Vaikus Advisory Group | Decatur | GA | 12/2019 | Present |
Licensed Insurance Agent GA, TN, FL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-03 |
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