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3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-12-07 |
Branch Locations
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
1013 E Winding Creek Drive, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Financial Private Capital, Llc | Sarasota | FL | 06/2012 | 08/2018 |
| Solid Wealth Company | Eagle | ID | 11/2014 | Present |
| Truadvice, Llc | Sarasota | FL | 08/2018 | 12/2023 |
| Bison Advisors | Hartwell | GA | 12/2023 | Present |
SOLID WEALTH COMPANY 1013 E Winding Creek Drive, Eagle, ID 83616 START DATE-11/2014 LIFE INSURANCE SALES OWNER & LIFE INSURANCE AGENT 57 hours per month spent, most during trading hours Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-07 |
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