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2825 South Blvd. Suite 350, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-20 |
| SC | RA | APPROVED | 2026-03-06 |
Branch Locations
1145 Us Hwy 80 Suite F, Pooler, GA 31322 • United States
2825 South Blvd. Suite 350, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard Marketing Corporation | Atlanta | GA | 04/2012 | 12/2016 |
| The Vanguard Group, Inc. | Atlanta | GA | 12/2016 | 02/2022 |
| Wellspring Wealth Management | Alpharetta | GA | 02/2022 | 02/2026 |
| Lpl Financial Llc | Alpharetta | GA | 04/2022 | 02/2026 |
| Strathmore Capital Advisors, Inc. | Charlotte | NC | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-07-22 |
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