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2180 Satellite Blvd Suite 400, Duluth, GA 30097 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-10-08 |
| TX | RA | APPROVED_RES | 2020-02-05 |
| GA | RA | APPROVED | 2020-01-29 |
Branch Locations
2180 Satellite Blvd Suite 400, Duluth, GA 30097 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manheim, Inc. Subsiduary If Cots Enterprise | Atlanta | GA | 06/1994 | 12/2019 |
| Liberate, Inc. | Lawrenceville | GA | 06/2007 | 12/2018 |
| Lifewater Wealth Management, Llc | Lawrenceville | GA | 12/2019 | Present |
| Origin Financial | San Francisco | CA | 01/2022 | Present |
LIFEWATER WEALTH MANAGEMENT LLC / INVESTMENT RELATED / LAWRENCEVILLE GA / REGISTERED INVESTMENT ADVISOR / OWNER / DEC 2019 / 150 HOURS PER MONTH / 100% DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-31 |
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