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1100 Peachtree St. Ne Ste. 200, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED_RES | 2018-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Makes Cents 2 Me, Inc. | Charlotte | NC | 01/2017 | 05/2019 |
| Wells Fargo | Charlotte | NC | 09/2014 | 09/2017 |
| Acheampong Advisory Group | Charlotte | NC | 07/2013 | 05/2017 |
| Gradient Investments, Llc | Arden Hills | MN | 04/2017 | 05/2019 |
| Money Savvy Financial, Llc (Capitalwize Llc) | Atlanta | GA | 08/2017 | Present |
| Acheampong Enterprises, Llc | Charlotte | NC | 05/2018 | Present |
George Acheampong is the President of Acheampong Enterprises, LLC, a non-financial services related business, where he sells digital financial education resources and apparel. The apparel promotes wealth building for minorities but advisory clients are under no obligation purchase products affiliated with this entity. This typically accounts for up to 10% of his time. Approximately 16 hours per month, which translates to approximately 4 hours a week during securities trading hours. This activity is not related to the services provided by Makes Cents 2 Me, Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-18 |
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