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359 Rockwell Church Road Ne, Winder, GA 30680 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-08-27 |
Branch Locations
359 Rockwell Church Road Ne, Winder, GA 30680 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saint Francis Capital | Brisbane | 08/2015 | Present | |
| Perpetual Trustees | Brisbane | 02/2014 | Present |
PERPETUAL; CENTRAL PLAZA 1, LEVEL 15, 345 QUEEN STREET, BRISBANE QLD 4000, SENIOR ADVISOR, START DATE: 02/2014; HOURS PER MONTH DEVOTED: 144 HOURS PER MONTH; HOURS PER MONTH DURING TRADING HOURS: 144 PER MONTH; DESCRIPTION: ?SELLING PERPETUAL'S VALUE PROPOSITION TO EXISTING CLIENTS AND COMPLETION OF TRAINING IN NEW SALESFORCE DATABASE CRM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-28 |
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