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2400 Lakeview Pkwy Suite 675, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-08 |
Branch Locations
2400 Lakeview Pkwy Suite 675, Alpharetta, GA 30009 • United States
410 W. Erwin St, Tyler, TX 75702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Power Wealth Management Llc | Alpharetta | GA | 06/2026 | Present |
| Fidelity Brokerage Services, Llc | Alpharetta | GA | 06/2014 | 05/2017 |
| Personal Capital Advisors Corporation | Dallas | TX | 06/2017 | 12/2022 |
| Ndvr, Inc. | Boston | MA | 01/2023 | 07/2024 |
| Ndvr, Inc. | Boston | MA | 03/2025 | 03/2026 |
| Claro Advisors Inc. | Tyler | TX | 12/2025 | 06/2026 |
| The Pedron Group | Dallas | TX | 08/2024 | 11/2025 |
Saleside, LLC; Not investment-related; Frisco, TX. 75033; Technical dashboard; Owner; 7/22/2025; 4 hours per month; 0 during trading hours; Manage a development team for the dashboard
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-26 |
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