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8000 Avalon Blvd Suite 100, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-11-05 |
Branch Locations
8000 Avalon Blvd Suite 100, Alpharetta, GA 30009 • United States
8000 Avalon Blvd Suite 100, Alpharetta, GA 30009 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | New York | NY | 12/2010 | Present |
| Mpwm Advisory Solutions, Llc | New York | NY | 05/2015 | Present |
| Mpwm Advisory Solutions | Alpharetta | GA | 01/2015 | Present |
| Lpl Financial, Llc | Alpharetta | GA | 12/2010 | Present |
| Mpwm Advisory Solutions Llc | Alpharetta | GA | 01/2015 | Present |
1. 06/20/2011 - DBA ONLY, MAYER PRIVATE WEALTH MANAGEMENT 2. 02/20/2014 - MPWM ADVISORY SOLUTIONS LLC - REGISTERED INVESTMENT ADVISOR - TIME SPENT 90 HOURS PER MONTH - NEW YORK, NY 3. 6/3/2015: MPWM ADVISORY SOLUTIONS, LLC - DBA: MAYER PRIVATE WEALTH MANAGEMENT - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - STARTED 05/21/2015 - 160 HOURS PER MONTH/8 HOURS DURING SECURITIES TRADING - ACTIVITIES MAY INCLUDE FINANCIAL PLANNING, RENDERING INVESTMENT ADVICE FOR A FEE, RETIREMENT PLAN CONSULTING, OR OTHER RELATED FINANCIAL CONSULTING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-03 |
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