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318 S. Hill Street Suite 200, Griffin, GA 30224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-10-28 |
Branch Locations
318 S. Hill Street Suite 200, Griffin, GA 30224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Army Reserve | Salt Lake City | UT | 05/1989 | Present |
| Hbw Advisory Services Llc | Griffin | GA | 01/2009 | 10/2022 |
| Georgia Wealth Partners, Llc | Griffin | GA | 10/2022 | Present |
1) U.S. Army Reserve, Fort Douglas Salt Lake City, UT, Not investment Related. Army Reserve, Brigadier General, Start Date 05/1989 (current assignment 01/2009), 40 hours per month devoted, 20 hours per month devoted during securities trading , duties involve project management. 2) Teaspoon LLC, investment related, 1857 W. McIntosh Road, Grifin, GA 30224, Commercial Rental Property owned for rental income, 50% partner and owner, 03/2020, 10 hours per month devoted, 10 hours per month devoted during securities trading, rental income 3) Lewis & Wallace Associates, investment related, 1857 W. McIntosh Road, Griffin, GA 30224, Fixed insurance and P&C insurance, Agent, 08/2018, 40 hours per month devoted, 30 hours per month devoted during securities trading, P&C and fixed insurance sales. 4)3) GWP INSURANCE SERVICES, LLC, INVESTMENT RELATED, FIXED INSURANCE SALES, AGENT, INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-09 |
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