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533 Johnson Ferry Road Suite 200, Marieta, GA 30068 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-12-21 |
Branch Locations
533 Johnson Ferry Road Suite 200, Marieta, GA 30068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deal Golf Club | Deal | NJ | 06/2009 | 12/2019 |
| Pruco Securities, Llc | Brick | NJ | 02/2016 | 03/2019 |
| The Prudential Insurance Company Of America | Brick | NJ | 03/2016 | 03/2019 |
| Amazon | Smyrna | GA | 03/2020 | 05/2020 |
| Cherokee Town & Country Club | Atlanta | GA | 02/2020 | 12/2023 |
| Southbridge Advisors, Llc | Marietta | GA | 10/2023 | 12/2023 |
| Southbridge Advisors, Llc | Marietta | GA | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-05 |
| S66 | Uniform Combined State Law Examination | 2015-02-10 |
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