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3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-01 |
Branch Locations
15 S State Street, Suite 102, Brownstown, PA 17508 • United States
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
1630 Manheim Pike Suite 1, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Lancaster | PA | 05/2006 | 09/2022 |
| Pfs Investments, Inc. | Lancaster | PA | 07/2007 | 09/2022 |
| Terra Wealth Management, Llc | Ephrata | PA | 09/2022 | 03/2025 |
| Cape Securities, Inc. | Mcdonough | GA | 09/2022 | 01/2026 |
| Bison Wealth, Llc. | Atlanta | GA | 04/2025 | Present |
| American Global Wealth Management | Mcdonough | GA | 01/2026 | Present |
1) AMERICAN FINANCIAL NETWORK 15 S State Street, Suite 102, Brownstown, PA 17508/ TRANSFER LOAN ORIGINATOR REFERRAL PARTNER SINCE 9/9/2022; REFERS FOR 50 BPS; 4 HOURS PER MONTH WITH ALL DURING TRADING HOURS; REGISTERED W-2 BUT ONLY PAID WHEN REFERRED LOAN CLOSES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-05 |
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