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8000 Avalon Blvd Suite 100, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-12-05 |
| NY | RA | APPROVED | 2022-12-01 |
Branch Locations
8000 Avalon Blvd Suite 100, Alpharetta, GA 30009 • United States
8000 Avalon Blvd, Alpharetta, GA 30009 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Mayer Private Wealth | Alpharetta | GA | 02/2019 | Present |
| Unum | Chatanooga | TN | 10/2013 | Present |
| Mpwm Advisory Solutions Llc | Alpharetta | GA | 02/2022 | Present |
| Lpl Financial | Alpharetta | GA | 09/2022 | Present |
7/2021 - DBA for LPL Business (entity for LPL business) - Mayer Private Wealth Management - Investment Related - Alpharetta, GA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-08 |
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