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306 Scarlett Ct, Evans, GA 30809 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mann Advisory Services | Appling | GA | 03/2016 | Present |
| Augusta Metro Youth Foundation | Augusta | GA | 07/2014 | Present |
1.) Independent Insurance Agent, investment related, 2704 Dozier Road, Appling, GA, insurance product sales, independent agent, 50% of time spent selling insurance products. 2.) Independent Tax Preparation, non-investment related, 2704 Dozier Road, Appling, GA, prepare tax returns, independent work, 50% of time spent on tax preparation during seasonal time of year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-02 |
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