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Alamo, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-05-25 |
Branch Locations
Alamo, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Jacksonville | FL | 03/2011 | 04/2017 |
| Athena Health | Watertown | MA | 05/2017 | 10/2017 |
| Raymond James & Associates, Inc. | Atlanta | GA | 03/2018 | 02/2022 |
| Unemployed | Atlanta | GA | 11/2017 | 03/2018 |
| Cantella & Co,. Inc. | Malden | MA | 02/2022 | 10/2022 |
| Icapital Wealth Llc | Walnut Creek | CA | 02/2022 | 05/2023 |
| J Alden Associates, Inc | Wayne | PA | 10/2022 | 11/2025 |
| Pursue Wealth Partners, Llc | Alamo | CA | 05/2023 | Present |
| Kingswood Capital Partners | Atlanta | GA | 11/2025 | Present |
Pursue Wealth Partners LLC,Is Investment Related,"375 Highland Ave NE, Unit-1014, , Atlanta, GA, 30312, United States",RIA,CCO,5/4/2023,160 hours per month,26 hours per month during trading hours,Salary Compensation,"CCO. Enter trades on behalf of reps, perform all regulatory duties required by SEC, service client accounts."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-11 |
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