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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-09 |
Branch Locations
3720 Davinci Court Suite 150, Peachtree Corners, GA 30092 • United States
Marietta, GA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investperity | Marietta | GA | 11/2016 | 02/2020 |
| Ardent Trust | Atlanta | GA | 02/2020 | 09/2022 |
| Truist | Atlanta | GA | 09/2022 | 12/2023 |
| Unemployed | Marietta | GA | 12/2023 | 07/2024 |
| Signature Fd | Atlanta | GA | 07/2024 | 02/2025 |
| Unemployed | Marietta | GA | 02/2025 | 06/2025 |
| Financial Consultants Group, Inc. | Cumming | GA | 06/2025 | 08/2025 |
| Mml Investors Services, Llc | Peachtree Corners | GA | 01/2026 | Present |
| Massmutual Life Insurance Co | Peachtree Corners | GA | 01/2026 | Present |
| Unemployed | Marietta | GA | 08/2025 | 01/2026 |
NAME: BOARD ADVISORY-BIMINI, INV REL: Y, ADD: AT RESIDENTIAL ADDRESS, NATURE: BOARD SERVICE, POSITION: ADVISORY TEAM MEMBER, START DATE: 08/15/2026, NO. HR/MO: 8-10, NO. HR/MO DURING SEC TRADING: 0, DUTIES: PROVIDE FEEDBACK AND ANALYSIS ON PRODUCT CAPABILITIES AND FUNCTIONALITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-18 |
| S65 | Uniform Investment Adviser Law Examination | 2011-10-06 |
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