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111 Mountain Brook Drive Suite 208, Canton, GA 30115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-02-09 |
Branch Locations
111 Mountain Brook Drive Suite 208, Canton, GA 30115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Services | Canton | GA | 12/2007 | 08/2017 |
| Dba - Griffith & Werner, Inc. | Canton | GA | 12/2008 | Present |
| Proequities Inc | Canton | GA | 08/2017 | 11/2019 |
1)DBA - GRIFFITH & WERNER, INC; INVESTMENT RELATED;107 MOUNTAIN BROOK DRIVE, STE 108, CANTOR, GA 30115; FINANCIAL SERVICES; PRODUCER; START DATE 04/2014; 20 HOURS PER MONTH WITH 15 HOURS PER MONTH OCCURRING DURING TRADING HOURS; ASSIST CLIENTS IN PURCHASING THE APPROPRIATE INSURANCE PRODUCTS FOR THEIR RESPECTIVE NEEDS.///2)GRIFFITH & WERNER, INC; INVESTMENT RELATED; 107 MOUNTAIN BROOK DRIVE, STE 108, CANTOR, GA 30115;INVESTMENT ADVISORY; INVESTMENT ADVISOR REP; START DATE 2/2016; 140 HOURS PER MONTH WITH ALL HOURS OCCURING DURING TRADING HOURS;SOLICITING FEE BASED BUSINESS THROUGH GRIFFITH & WERNER.///3)COLLEGE FAMILY PLAN; INVESTMENT RELATED; 107 MOUNTAIN BROOK DR. STE 108, CANTOR, GA 30115; COLLEGE PLANNING; ADVISOR; 10-20 HOURS PER MONTH WITH ALL HOURS OCCURRING DURING TRADING HOURS; CONSULT FAMILIES ON PREPARING THEIR STUDENT FOR COLLEGE AND REDUCING STUDENT DEBT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-08 |
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