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1201 Front Ave. Suite N, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-27 |
| AR | RA | APPROVED | 2026-01-26 |
| AL | RA | APPROVED | 2026-01-12 |
| GA | RA | APPROVED | 2026-01-09 |
| LA | RA | APPROVED | 2026-01-09 |
| TX | RA | APPROVED | 2026-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2015 | 07/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2015 | 07/2018 |
| Momentum Wealth Management | Monroe | LA | 09/2014 | Present |
| Fall Line Mining Llc | West Point | GA | 10/2021 | 03/2025 |
1)Since 06/2018, independent insurance agent for various independent insurance companies through Momentum Protect LLC, which provides insurance planning for investment, business, and retail clients. Non investment-related. Columbus, GA. Approximately 30 hours per month, 30 during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-20 |
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