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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-08-07 |
Branch Locations
Six Concourse Parkway Suite 400, Atlanta, GA 30328-6104 • United States
Roswell, GA • 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 |
|---|---|---|---|---|
| The Lloyd Group | Suwanee | GA | 03/2015 | 08/2018 |
| Dynamic Money | Atlanta | GA | 04/2018 | 09/2020 |
| Investus Advisers Llc | Atlanta | GA | 08/2018 | 10/2020 |
| The Impact Partnership, Llc | Kennesaw | GA | 11/2020 | 08/2022 |
| Impact Partnership Wealth, Llc | Kennesaw | GA | 09/2021 | 07/2023 |
| Kaseya | Atlanta | GA | 08/2022 | 06/2023 |
| Tiaa | Atlanta | GA | 07/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Atlanta | GA | 07/2023 | Present |
ROSWELL RAPIDS POSITION: board member NATURE: I am going to be on the board for my children's swim team. It is a volunteer position, there is no compensation, only financial actions that may occur would be purchasing snack supplies for the snack stand and getting reimbursed for the cost. Have not accepted the role until I am told this would be approved INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/24/2026 ADDRESS: 10495 Woodstock Rd, Roswell GA 30075, United States DESCRIPTION: Volunteer at swim meets and help at concession stand
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-10-06 |
| S65 | Uniform Investment Adviser Law Examination | 2015-08-27 |
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