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139 Meyer Road Suite 201, Halfmoon, NY 12065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-05-20 |
| NY | RA | APPROVED | 2024-04-24 |
| TX | RA | APPROVED | 2024-04-24 |
Branch Locations
139 Meyer Road Suite 201, Halfmoon, NY 12065 • United States
Flowery Branch, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steward Advisors Group, Llc | Half Moon | NY | 03/2024 | Present |
| Independent Contractor | Dahlonega | GA | 05/2023 | 03/2024 |
| Ronald Blue & Co. Cpas | Atlanta | GA | 11/2021 | 05/2023 |
| Fill Ministries | Cumming | GA | 07/2019 | 01/2020 |
| Independent Contractor | Dahlonega | GA | 08/2017 | 07/2019 |
| Guestdna | Lawrenceville | GA | 04/2017 | 08/2017 |
| Batescarter | Gainesville | GA | 01/2017 | 04/2017 |
| Mansfield Oil Company | Gainesville | GA | 06/2015 | 12/2016 |
| Jon W. Newcomer Cpa, P.C. | Cumming | GA | 02/2020 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-31 |
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