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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-06-20 |
| TX | RA | APPROVED | 2023-06-16 |
Branch Locations
2000 Riveredge Parkway Suite 740, Atlanta, GA 30328 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Marietta | GA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Marietta | GA | 11/2016 | 06/2023 |
| Wells Fargo Advisors Financial Network, Llc | Atlanta | GA | 06/2023 | Present |
ATLANTIC WEALTH MANAGEMENT LLC, INV RELATED, MARIETTA, GA, 100% OWNERSHIP, START 1/25/2023, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE. 1792 CAPITAL PARTNERS, LLC, INVT RELATED, ATLANTA, GA, 33.33% OWNERSHIP, START DATE 6/20/2023, 160 HRS PER MONTH AND DURING TRADING, FOR FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-17 |
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