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3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-12-04 |
Branch Locations
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
7025 Albert Pick Road Suite 104,, Greensboro, NC 27409 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Safe Harbor Retirement Advisors Inc | Greensboro | NC | 08/2015 | Present |
| Sawtooth Solutions, Llc | Greensboro | NC | 03/2020 | 06/2020 |
| Truadvice, Llc | Sarasota | FL | 06/2020 | 12/2023 |
| Bison Advisors | Hartwell | GA | 12/2023 | 12/2024 |
| Bison Wealth | Atlanta | GA | 01/2025 | Present |
SAFE HARBOR RETIREMENT ADVISORS - PRESIDENT - 7025 Albert Pick Road, Suite 104, Greensboro, NC 27409 - NON INVESTMENT RELATED - OFFERING MEDICARE, LIFE INSURANCE, AND FIXED INDEX ANNUITIES. 10-15 hours spent per week. I own and operate an independent insurance brokerage company for Medicare supplements, Medicare advantage, life insurance, long term care plans and fixed indexed annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-24 |
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