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106 North Bartow Street, Cartersville, GA 30120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-08-10 |
| GA | RA | APPROVED | 2022-07-25 |
| TX | RA | APPROVED_RES | 2022-05-26 |
Branch Locations
106 North Bartow Street, Cartersville, GA 30120 • 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 |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Atlanta | GA | 07/2011 | 01/2019 |
| Mml Investors Services, Llc | Atlanta | GA | 01/2012 | 01/2019 |
| Foundations Investment Advisors, Llc | Scottsdale | AZ | 04/2019 | Present |
| Asset Management Group | Cartersville | GA | 04/2020 | Present |
| Asset Management Group | Cartersville | GA | 04/2022 | Present |
1.) INSURANCE SALES; INVESTMENT-RELATED; GA; INDEPENDENT INSURANCE AGENT; 2019; APPROXIMATELY 80 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS. 2.) Foundations Investment Advisors LLC; Investment Related; Scottsdale, AZ; RIA; Investment Adviser Representative; Start Date 04/2019; Approximately 80 hours/month with the majority of hours devoted during securities trading hours 3.) Asset Management Group; Investment Related; Cartersville, GA; RIA; Vice President/Investment Adviser Representative; Start Date 04/2020; Approximately 80 hours/month with the majority of hours devoted during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-20 |
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