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5600 Glenridge Drive Ne Suite 230 - East, Atlanta, GA 30342 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-10-31 |
Branch Locations
5600 Glenridge Drive Ne Suite 230 - East, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Atlanta | GA | 08/2013 | 12/2017 |
| Niagara International Capital Limited | San Diego | CA | 01/2018 | 06/2018 |
| Atlanta Consulting Group Advisors, Llc | Atlanta | GA | 01/2018 | 06/2019 |
| Kingswood Capital Partners Llc | Atlanta | GA | 06/2018 | Present |
| Atlanta Consulting Group Advisors, Llc | Atlanta | GA | 01/2022 | Present |
| Atlanta Consulting Group Advisors, Llc | Atlanta | GA | 06/2019 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-11 |
| S66 | Uniform Combined State Law Examination | 2007-04-03 |
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