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533 Johnson Ferry Road Suite 200, Marieta, GA 30068 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-12-13 |
Branch Locations
533 Johnson Ferry Road Suite 200, Marieta, GA 30068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors Inc | Smyrna | GA | 05/2011 | 12/2017 |
| Wealth And Pension Services Group, Inc. | Smyrna | GA | 05/2011 | Present |
| Southbridge Advisors, Llc | Marieta | GA | 11/2019 | Present |
1)MCMILLIAN & ASSOCIATES;NON-INVESTMENT RELATED;206 VILLAGE DR,LAGRANGE,GA 30240;STATE AND FEDERAL TAX CREDITS;REFERRAL ARRANGEMENT;10/1/2013;1 HR/MONTH;0 HRS DURING TRADING;REFER POTENTIAL CLIENTS/BUSINESS TO MCMILLIAN FOR ELIGIBLE TAX CREDITS 2) LICENSED INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES; SPENDS APPROX. 10 HOURS PER MONTH. 3)Teton Capital Advisors,LLC;not investment related;4045 Orchard Road SE,Suite 200,Smyrna,GA 30080;LLC formed through which expenses may be run;member;5/2011;200 hrs/month;6.5 hrs during trading;member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-25 |
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