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11780 Northfall Lane Suite 303, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-16 |
| TX | RA | APPROVED | 2016-06-09 |
| GA | RA | APPROVED | 2015-06-01 |
Branch Locations
11780 Northfall Lane Suite 303, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Game On! Alpharetta Llc | Alpharetta | GA | 11/2010 | 07/2017 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 05/2015 | 01/2024 |
| Forthright Wealth Management, Llc | Alpharetta | GA | 05/2015 | Present |
| Purshe Kaplan Sterling Financial | Albany | NY | 05/2015 | Present |
1. Mr. Ellis is 1/4 owner of the office suite at 5755 North Point Parkway, Suite 47, Alpharetta GA 30022 through Mr.Ellis's LLC, JJ Ellis, LLC 2. PKS FINANCIAL, 80 STATE ST ALBANY, NY 12207. INVESTMENT-RELATED, AGENT FOR FIXED INSURANCE AND FIXED ANNUITY SALES, 5/2015-PRESENT. 40 HRS/MONTH, 40 HRS/MONTH DURING TRADING. 3. SOUTHERN HAVEN REALTY, 4656 SOUTHERN VALLEY LOOP, BROOKSVILLE, FL, 34601. NON-INVESTMENT-RELATED. SINGLE FAMILY SHORT-TERM RENTAL. APPROX. 2 HOURS PER MONTH. 12/2025 - PRESENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-08 |
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