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6285 Barfield Rd. Suite 250, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-02-15 |
Branch Locations
6285 Barfield Rd. Suite 250, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Atlanta | GA | 06/2008 | Present |
| Ameriprise Financial Services, Inc. | Atlanta | GA | 03/2011 | 04/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2017 | 09/2019 |
| Longview Wealth Management | Atlanta | GA | 04/2017 | 09/2019 |
| Unemployed | Decature | GA | 09/2019 | 02/2020 |
| Hidden Levers | Decatur | GA | 02/2020 | 04/2021 |
| Orion Portfolio Solutions | Omaha | NE | 04/2021 | 04/2022 |
| Ameriprise Financial Services, Llc | Atlanta | GA | 04/2022 | 02/2024 |
| Adapt Wealth Advisors, Llc | Atlanta | GA | 02/2024 | Present |
Outside Employment; Outside Employment; Self employed; Other; 324 Montgomery Street, , Decatur, GA, 30030; Not Investment-Related; 12/01/1998; 0 during trading hours; 10 to 19 hours per month / Outside Employment; Adapt Holdings LLC; Other; 6285 Barfield Rd, Suite 250, Atlana, GA, 30328; Investment-Related; 01/01/2024; 0 during trading hours; 0 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-19 |
| S66 | Uniform Combined State Law Examination | 2004-03-25 |
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