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Atlanata, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Safe Money Management | Atlanta | GA | 02/2011 | Present |
PRESIDENT/OWNER OF INSURANCE AGENCY, SMART RISK MANAGEMENT, LLC. AS PART OF FINANCIAL PLANNING PROCESS FOR PROSPECTS/CLIENTS, WE PROVIDE AN INSURANCE REVIEW AND DO SELL LIFE, LTC, & DISABILITY INSURANCE. 20-30 HOURS A MONTH DEPENDING ON ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-21 |
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