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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-03-16 |
Branch Locations
1440 Old Lenoir Road Suite D, Hickory, NC 28601 • United States
7490 Waterside Crossing Blvd. Suite E, Denver, NC 28037 • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Omnistar Financial Group | Hickory | NC | 01/2011 | 03/2021 |
| Advisory Services Network, Llc | Atlanta | GA | 03/2021 | Present |
1) INSURANCE AGENT: LIFE & HEALTH INSURANCE SALES AS PART OF COMPREHENSIVE FINANCIAL PLANNING SINCE 2011; APPROXIMATELY 6 HOURS/MONTH, ALL DURING TRADING HOURS. INVESTMENT RELATED ACTIVITY. 2) JACOBS FORK SOUTH LLC: MEMBER/PARTNER OF SERVICE COMPANY FOR BUSINESS EXPENSES SINCE 03/2021. TIME SPENT APPROXIMATELY 10 HOURS PER MONTH, NONE DURING TRADING HOURS. NOT INVESTMENT RELATED. 3) ORE BANK PUMPKIN CENTER VFD: BOARD CHAIR OF VOLUNTEER FIRE DEPARTMENT SINCE 10/2020. TIME SPENT: 3 HRS/MONTH. NOT INVESTMENT RELATED. 4) ASHURE MINISTRY ENDOWMENT COMMITTEE: ENDOWMENT BOARD CHAIRMAN FOR 501C3 SINCE 05/2018, CRISIS ASSISTANCE FOR PEOPLE IN CATAWABA COUNTY. TIME SPENT: 1 HR/MONTH. NOT INVESTMENT RELATED. 5) TREASURER FOR DENVER LAKE NORMAN ROTARY CLUB AND FOUNDATION: TREASURER FOR ROTARY CLUB AND FOUNDATION SINCE 07/2016. TIME SPENT: 10 HRS/MONTH. NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-28 |
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