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945 East Paces Ferry Road Ne Suite 2660, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-12-22 |
Branch Locations
945 East Paces Ferry Rd Ne, Suite 2275, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman, Sachs & Co | Atlanta | GA | 07/2015 | 10/2020 |
| Sage Mountain Advisors, Llc | Atlanta | GA | 11/2020 | Present |
(1) Member of the Finance Committee for ALS Association of Georgia, a non-profit organization. Organization is not primarily engaged in investment-related activity. Organization is located at http://www.alsa.org/. Start date was April 2, 2018. One hour per week. Duties include oversight of the organization's budget and future expenditure planning. (2) Treasurer of Triple D Enterprises, a private gas royalties holding organization. Organization is not primarily engaged in investment-related activities. Organization operates out of Kansas. Start date was November 26, 2018. Less than one hour per month. Duties include bookkeeping responsibilities for the organization. (3) Co-owner of Orkney Memorial, a crematorium. Organization is not primarily engaged in investment-related activity. Organization operates out of Atlanta, GA. Start date was June 5, 2019. Less than two hours per month. Duties include assisting in the management of the affairs of the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-14 |
| S65 | Uniform Investment Adviser Law Examination | 2007-12-05 |
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