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5051 Peachtree Corners Suite 200, Norcross, GA 30092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-23 |
Branch Locations
5051 Peachtree Corners Suite 200, Norcross, GA 30092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilbanks Securities Advisory | Atlanta | GA | 10/2006 | 04/2017 |
| Phoenix Associates | Marietta | GA | 05/1997 | Present |
| Namcoa - Naples Asset Management Company, Llc | Naples | FL | 04/2017 | Present |
1) FINRA Arbitrator -2020 - Present FINRA (Financial Industry Regulatory Authority) Arbitrator Neutral ID: A32360. Non investment related, 5 hours per month. 2) INFINITY FINANCIAL, 400 GALLERIA PARKWAY SUITE 1500 ATLANTA, GA 30339, TAX PREPARATION, OWNER, 11/2005 TO PRESENT - NON-INVESTMENT RELATED. 10 HOURS A MONTH ALL DURING MARKET HOURS. 3) RS THOMAS TRAINING-PRE-LICENSE INSURANCE SCHOOL, TEACHER. NOT INVESTMENT RELATED. 400 GALLERIA PARKWAY SUITE 1500, ATLANTA, GA 30339. 10 HOURS A MONTH, ALL DURING TRADING HOURS. 01/2007-PRESENT. 4) Latoya Maddox is now a shareholder of Oakbridge Insuranc dba Phoenix Associates; Non-Investment Related: Location: 30062; Description of the business: Insurance Agency; Responsibilities Duties: Insurance Sales and Marketing; Start date with business: 1997-05-01; Hours devoted to business during trading hours: 160; Percentage of total yearly compensation expected to be derived from the business: 50; 5) Infinity Financial Wealth Management LLC, Manager 2330 Scenic Highway S, Sneville, GA 30078 Entity willeventually be a State RIA, based in Georgia. Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-07-23 |
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