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10 Glenlake Parkway Suite 130, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-01-30 |
Branch Locations
10 Glenlake Parkway Suite 130, Atlanta, GA 30328 • 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 |
|---|---|---|---|---|
| Wealthspan Financial Group | Atlanta | GA | 05/2013 | 12/2016 |
| Lpl Financial Llc | Atlanta | GA | 12/2015 | 12/2016 |
| Cpa Allies, Llc | Marietta | GA | 12/2016 | Present |
| Insperity Inc | Atlanta | GA | 10/2017 | 02/2019 |
As of October 2017, employed full time by Insperity, Inc (1) Not investment related (2) Atlanta Office location: 300 Galleria Pkwy, Suite 1630, Atlanta, GA 30339 (3) A PEO (HR) solutions company to small and medium size businesses (4) Position/Title: Business Performance Advisor (5) 40 hours per week; most activities conducted during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-28 |
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