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2631 Nw 41St Street Suite E2, Gainesville, FL 32606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-05-04 |
| AL | RA | APPROVED | 2016-09-16 |
| GA | RA | APPROVED | 2016-07-15 |
| FL | RA | APPROVED | 2015-06-12 |
Branch Locations
2631 Nw 41St Street Suite E2, Gainesville, FL 32606 • United States
599 W. Crossville Road Suite 112, Roswell, GA 30075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Together And/Or Together Planning | Gainesville | FL | 03/2015 | Present |
| Ameris Bank | Gainesville | FL | 05/2015 | 10/2016 |
| Together And/Or Together Planning | Gainesville | FL | 11/2018 | 02/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-19 |
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