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218 Roswell St Ne Suite 200, Marietta, GA 30060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-06-15 |
Branch Locations
218 Roswell St Ne Suite 200, Marietta, GA 30060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michelle Allen Agency | Villa Rica | GA | 06/2013 | 09/2019 |
| Nationwide Securities, Llc | Columbus | OH | 12/2013 | Present |
| Emcor Services Aircond | Smyrna | GA | 09/2019 | 06/2020 |
| Nicholas Wealth Management | Atlanta | GA | 06/2020 | Present |
| Bluepath Capital, Llc | Atlanta | GA | 11/2020 | Present |
1) World Equity Group; whether the business is investment-related: Yes; the address of the other business: 425 N. Martingale Rd., Suite 1220 Schaumburg, IL 60173; the nature of the other business: This is our Broker Dealer with Nicholas Wealth; your position: NRF; title, or relationship with the other business: Investments; the start date of your relationship: 6/22/2020; the approximate number of hours/month you devote to the other business: 0; the number of hours you devote to the other business during securities trading hours: 0; and briefly describe your duties relating to the other business: To submit business to be processed through or approved by them. 2) Nicholas & Company; whether the business is investment-related: No; the address of the other business: 218 Roswell St. SE Marietta, GA 30060; the nature of the other business: Insurance sales and processing; your position: Director of Operations; title, or relationship with the other business: Director of Operations; the start date of your relationship: 06/22/2020; the approximate number of hours/month you devote to the other business: 5; the number of hours you devote to the other business during securities trading hours: 5; and briefly describe your duties relating to the other business: To oversee our processes related to processing of insurance sales and to ensure other agents licenses are current with states they need to sell in. 3) Executor- Steven Javery Will
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-09 |
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