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875 Old Roswell Rd Suite G100, Roswell, GA 30076 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-02 |
| NM | RA | APPROVED | 2021-12-17 |
| GA | RA | APPROVED | 2021-11-02 |
| TX | RA | APPROVED | 2020-03-03 |
| NC | RA | APPROVED | 2019-12-17 |
Branch Locations
875 Old Roswell Rd Suite G100, Roswell, GA 30076 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Charlotte | NC | 07/2013 | 04/2019 |
| Cedar Valley Capital, Llc | Roswell | GA | 11/2019 | Present |
| Unemployed | Charlotte | NC | 04/2019 | 11/2019 |
| Supreme Alliance, Llc | Charlotte | NC | 08/2020 | Present |
1. Rental Property; Investment related; Real estate; Owner; Charlotte NC; 02/2017; 0,0. 2. Supreme Alliance, LLC; investment related: Yes; Location of the business: Charlotte, NC; Description of the business: SEC Registered Broker Dealer; Position Title: Registered Rep; Responsibilities Duties: Securities, insurance product sales and advice for clients of Cedar Valley Capital; Start date with business: 2020-08-29; Hours devoted to business during trading hours: 5; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 10. 3. Cedar Valley Capital; Principal/owner; 140 hours per month; provide investment management and financial planning to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-28 |
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