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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-29 |
| TX | RA | APPROVED | 2025-05-16 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
410 Peachtree Pwky Bldg 400, Suite 4245, Cumming, GA 30041 • United States
1551 Jennings Mill Rd Suite 2600-D, Watkinsville, GA 30677 • 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 |
|---|---|---|---|---|
| Moores Wealth Management | Gainesville | GA | 04/2009 | 05/2025 |
| Precision Capital Management | Coppell | TX | 04/2015 | 04/2018 |
| Advisory Services Network, Llc | Atlanta | GA | 08/2017 | 05/2025 |
| Steward Partners Global Advisory, Llc | Gainesville | GA | 05/2025 | Present |
| Steward Partners Investment Advisory, Llc | Gainesville | GA | 05/2025 | Present |
1) BROAD & MAIN LLC: MEMBER SINCE JUNE 2021. LLC FORMED FOR THE PURPOSE OF PURCHASING & OWNING AN OFFICE BUILDING FOR THE BRANCH. NOT INVESTMENT RELATED; 0 HRS SPENT PER MONTH. 2) FIDUCIARY WEALTH MANAGEMENT LLC: OWNER/MEMBER SINCE 09/2023; SERVICE COMPANY FOR BUSINESS EXPENSES, PAYROLL, TAX PAYMENTS; TIME SPENT APPROX. 10 HOURS PER MONTH, ZERO DURING MARKET HOURS. NOT INVESTMENT RELATED. 3) FINANCIAL INDEPENDENCE GROUP; NOT INVESTMENT RELATED; 20HR/MO DEVOTED TO THIS ACTIVITY; 20HRS/MO DURING BUSINESS HOURS; NATURE OF ACTIVITY: MARKETING COACH TO FA'S; DUTIES: COACHING FA'S ON THEIR MARKETING STRATEGIES; CITY/STATE: CORNELIUS, NC; START DATE: 01/01/2019.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-09 |
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