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2701 Windemere Drive, Valdosta, GA 31602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-04-27 |
| GA | RA | APPROVED | 2016-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Samuel R. Hogan, Cpa, Pc | Valdosta | GA | 08/2001 | Present |
| Windemere Advisors, Llc | Valdosta | GA | 06/2015 | Present |
Samuel Ross Hogan is CPA/PFS Partner at Plummer Hogan, LLP and from time to time, may offer clients advice or products from those activities and clients should be aware that these services may involve a conflict of interest. WAL always acts in the best interest of the client and clients are in no way required to utilize the services of any representative of WAL in connection with such individual's activities outside of WAL. Samuel Ross Hogan is owner of Mid-Town Partners, LLC. This entity is used to invest in residential rental properties. Samuel Ross Hogan in his individual capacity acts as trustee of trusts that are not managed by or clients of WAL.
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