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1 Skidaway Village Walk Suite 201, Savannah, GA 31411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-21 |
| SC | RA | APPROVED | 2023-07-19 |
| GA | RA | APPROVED | 2019-04-04 |
Branch Locations
1 Skidaway Village Walk Suite 201, Savannah, GA 31411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Skidaway Island | GA | 08/2011 | 03/2018 |
| Bank Of America, N.A. | Savannah | GA | 11/2011 | 03/2018 |
| Sound View Wealth Advisors, Llc | Savannah | GA | 03/2018 | 03/2019 |
| Sound View Wealth Advisors Group, Llc | Savannah | GA | 04/2019 | Present |
Golf Ground Up, LLC; not investment related; golf instruction
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-04 |
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