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330 Creekstone Ridge, Woodstock, GA 30188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-28 |
Branch Locations
330 Creekstone Ridge, Woodstock, GA 30188 • United States
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-12-24 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Greensboro | GA | 04/2016 | 09/2016 |
| Wells Fargo Bank Na | Greensboro | GA | 02/2015 | 09/2016 |
| Unemployed | Eatonton | GA | 09/2016 | 10/2016 |
| Bb&T Investments | Warner Robins | GA | 11/2016 | 09/2019 |
| Bb&T Securities, Llc | Warner Robins | GA | 01/2018 | 09/2019 |
| Massmutual Life Insurance Co | Peachtree Corners | GA | 09/2019 | 02/2020 |
| Mml Investors Services Llc | Peachtree Corners | GA | 10/2019 | 02/2020 |
| Tim Broyles Insurance Agency | Jackson | GA | 02/2019 | 03/2020 |
| State Farm Vp Management Corp. | Jackson | GA | 03/2019 | 02/2020 |
| State Farm Vp Management Corp. | Jackson | GA | 03/2020 | 10/2022 |
| State Farm Vp Management Corp | Eatonton | GA | 03/2020 | 10/2022 |
| Tim Broyles Insurance Agency | Eatonton | GA | 03/2020 | 10/2022 |
| State Farm Investment Management Corp | Eatonton | GA | 02/2022 | 10/2022 |
| State Farm Investment Management Corp. | Jackson | GA | 02/2022 | 10/2022 |
| Gary Dunagan Insurance Agency | Macon | GA | 02/2022 | 10/2022 |
| State Farm Vp Management Corp | Macon | GA | 02/2022 | 10/2022 |
| Dempsey Lord Smith, Llc | Rome | GA | 10/2022 | 11/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2025 | 08/2026 |
| 755 Financial | Woodstock | GA | 08/2026 | Present |
1. Strozier Financial - Not Investment Related - 5791 Union Point Hwy, Union Point, GA 30701 - Real estate and rental properties - 100% Owner - 12/2022 - 120 hours during trading 2. 755 MORTGAGE LLC, PO Box 265, Union Point GA 30669, United States, 10/01/2024, Agent, Retail Sales/Distribution, NIR, 20 HR/MO - 10 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-22 |
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