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Atlanta, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-15 |
| TX | RA | APPROVED_RES | 2018-02-20 |
| GA | RA | APPROVED | 2016-08-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| C-Level Consultants | Atlanta | GA | 09/2014 | Present |
| Financial Staples | Atlanta | GA | 05/2016 | Present |
C-Level Consultants, Owner and Principal September 2014 - Present, approximately 10% of time during trading hours Mailing Address: 2020 Howell Mill Road, Suite D-318, Atlanta, GA 30318 Provide consulting services to Registered Investment Advisors and financial education services (speaking and writing) as an independent contractor. This position is not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-11-01 |
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