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6849 Peachtree Dunwoody Road Building A1, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-08-28 |
Branch Locations
6849 Peachtree Dunwoody Road Building A1, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc | Fairfield | IA | 11/2012 | 11/2017 |
| Keystone Financial Group, Inc. | Atlanta | GA | 11/2012 | Present |
| Keystone Financial Group, Inc. | Atlanta | GA | 12/2017 | Present |
INDEPENDENT INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES - PART OF MY EMPLOYMENT RESPONSIBILITIES FOR KEYSTONE FINANCIAL GROUP, INC. I COMMUNICATE WITH INSURANCE PROVIDERS: OUR GENERAL AGENT IS "THE PALMER AGENCY" 1849 CLAIRMONT RD. DECATUR, GA 30033. THEY SOURCE OUT THE BEST TERM INSURANCE QUOTES FOR OUR CLIENTS WHEN REQUESTED. PACIFIC LIFE INSURANCE COMPANY-LONG TERM CARE POLICY INFORMATION AND QUOTES PENN MUTUAL INSURANCE COMPANY - EXISTING POLICY INFORMATION SUCH AS CASH VALUE AND STATEMENTS. I PRIMARILY AM THE LIAISON BETWEEN THE CLIENT AND THE INSURANCE COMPANY AND THE OWNER/AGENT OF OUR FIRM. I REQUEST QUOTES AND PROVIDE INFORMATION AND APPLICATIONS TO THE AGENT IN OUR FIRM. I SPEND APPROXIMATELY 5-10 HOURS A MONTH ON INSURANCE, IF THAT AS WE DO NOT WRITE THAT MUCH INSURANCE ANYMORE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-14 |
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