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2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-12-19 |
| GA | RA | APPROVED | 2018-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Optionsxpress | Chicago | IL | 10/2014 | 01/2017 |
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 01/2017 | 12/2022 |
| Strategic Blueprint, Llc | Atlanta | GA | 01/2017 | 12/2022 |
| Life Income | Salem | SC | 01/2023 | Present |
1.) Life Income- DBA Name for Marketing Purposes only- Non- Investment Related, Partner, Cedar Hills, Utah, 170 hours per month, 170 hours during securities trading hours. Assist client in designing and implementing financial plans.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-08 |
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