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2400 Lakeview Pkwy Suite 675, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-07 |
| GA | RA | APPROVED | 2021-06-24 |
Branch Locations
2400 Lakeview Pkwy Suite 675, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Alpharetta | GA | 10/2010 | 05/2018 |
| Kestra Advisory Services, Llc | Johns Creek | GA | 05/2018 | 06/2020 |
| Powerful Planning Partners, Llc Dba Power Wealth Management | Roswell | GA | 02/2020 | 05/2021 |
| Kestra Investment Services, Llc | Johns Creek | GA | 05/2018 | 06/2020 |
| Strategic Advisers Llc | Alpharetta | GA | 10/2010 | 05/2018 |
| The Money Advisor Group, Llc | Columbus | GA | 06/2020 | 05/2021 |
| Power Wealth Management Llc | Alpharetta | GA | 05/2021 | Present |
Mr. Power is 100% owner/Member of Powerful Ventures, LLC (est. 2023), which is located at 2400 Lakeview Parkway, Suite 675, Alpharetta, GA. Powerful Ventures, LLC is 50% owner of Power Protection Strategies, LLC (est. 2022), which is a licensed insurance agency located at 2400 Lakeview Parkway, Suite 675, Alpharetta, GA. He is also separately licensed as an independent insurance agent and earns commissions and other compensation when recommending insurance products. Mr. Power spends as much as 10% of his time on these non-advisory activities. Mr. Power is an owner and an account representative with My Retirement Workshops, LLC ("MRW"), a company that offers retirement workshop consulting and marketing services to investment advisory firms and investment professionals. MRW is located in Alpharetta, Georgia. Mr. Power spends approximately three to six hours per week (mostly during market hours) identifying potential clients for MRW and providing consulting services. This activity commenced in 2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-06 |
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