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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-28 |
Branch Locations
4440 Pga Blvd, Suite 600, Palm Beach Gardens, FL 33410 • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • 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 |
|---|---|---|---|---|
| Crown Capital Securities, Lp | Orange | CA | 01/2012 | 09/2023 |
| Topline Printing | Riviera Beach | FL | 01/1998 | Present |
| Advisory Services Network, Llc | Atlanta | GA | 09/2023 | Present |
| Calton & Associates, Inc. | Tampa | FL | 10/2023 | 12/2023 |
(1) INDEPENDENT INSURANCE AGENT SINCE 08/2012; SALES AND SERVICE FOR LIFE INSURANCE/ANNUITY PRODUCTS, INVESTMENT RELATED, LESS THAN 5 HRS/MONTH ALL DURING TRADING HOURS. (2) TOPLINE PRINTING & GRAPHICS, INC.: PRESIDENT SINCE 1/1998; I DEVOTE 5 HRS/MO (NONE DURING TRADING) TO THIS NON-INVESTMENT RELATED ACTIVITY, MY DUTIES INCLUDE ADVISING PRINTING & MARKETING COMPANY. (3) ALANG FINANCIAL SERVICES LLC: START DATE 01/2021 I DEVOTE 5 HRS/MO AS PRESIDENT OF ALANG FINANCIAL; THIS IS NOT AN INVESTMENT RELATED ACTIVITY & MY DUTIES INCLUDE TRACKING THE EXPENSES OF CROWN WEALTH AMANAGEMENT. (4) AMERICAN FINANCIAL EDUCATION SERVICES (AFES): INSTRUCTOR OF EDUCATIONAL WORKSHOPS SINCE 09/2022.TIME SPENT 4 HOURS PER MONTH, NONE DURING TRADING HOURS. NOT AN INVESTMENT RELATED ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-14 |
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