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Atlanta, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smart Aleck Films Llc | Atlanta | GA | 01/2009 | Present |
| Edelman Financial Engines | Santa Clara | CA | 10/2023 | 02/2024 |
| Raymond James Financial Services | Fayetteville | GA | 02/2024 | 12/2024 |
| On Purpose Financial Management Inc. | Fayetteville | GA | 03/2024 | 12/2024 |
| Raymond James Financial Services, Inc. | Fayetteville | GA | 04/2024 | 12/2024 |
| Encourage Financial Llc | Atlanta | GA | 08/2021 | Present |
(1) 2021-Present: Author/Investment Related/Atlanta, GA/Author/Investing-Related Publication/Publication Residuals/Involves less than one percent time per month, including during trading (business) hours. (2) 2015-Present: Insurance Agent/Insurance Related/Atlanta, GA/Licensed Insurance Agent/Offer insurance & annuity advice and related services./Involves five percent or less time per month, including during trading (business) hours. (3) 2009-Present: Smart Aleck Films LLC/Not Investment Related/Atlanta, GA/Business Owner & Creative Director/Camera operator for special events and small business video marketing./Involves 15% time each month, including during trading (business) hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-06 |
| S65 | Uniform Investment Adviser Law Examination | 2023-08-15 |
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