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2849 Paces Ferry Road Suite 660, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-07-17 |
Branch Locations
2849 Paces Ferry Road Suite 660, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P Morgan Chase Bank | Atlanta | GA | 06/2011 | 09/2018 |
| J.P Morgan Securities Llc. | New York | NY | 06/2011 | 09/2018 |
| Tru Independence Asset Management, Llc | Portland | OR | 09/2018 | 01/2019 |
| Paces Ferry Wealth Advisors, Llc | Atlanta | GA | 01/2019 | Present |
Entity Name: Morris Family Investments Investment related: Yes Address: Atlanta, GA Nature of the other business: Real Estate Position/Title/Relationship: Silent Investor/Beneficiary Start Date: 10/18/2010 Approximate # of hours a month: 0 hours of company time Approximate # of hours during securities hours: 0 Briefly describe your duties: None Entity Name: Bodhi Tree Investments, LLC Investment Related: Yes Address: 2849 Paces Ferry Road SE, Atlanta, GA 20220 Nature of the other business: Holds Equity in Paces Ferry Wealth Position: Investor Start Date: 1/1/2019 Approximate # of hours a month: 0 hours per month, 0 hours during securities trading hours Duties: None
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-13 |
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