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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-02 |
| NC | RA | APPROVED | 2024-07-11 |
| FL | RA | APPROVED | 2024-06-04 |
| GA | RA | APPROVED | 2023-11-03 |
Branch Locations
1633 Mt Vernon Rd Suite 100, Atlanta, GA 30338 • United States
118 W. King Street, Dalton, GA 30720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Mississippi | Oxford | MS | 09/2015 | 05/2017 |
| Jjb Hilliard Wl Lyons Llc | Chattanooga | TN | 05/2016 | 09/2016 |
| Jjb Hilliard Wl Lyons Llc | Louisville | KY | 03/2017 | Present |
| Fsc Securities Corporation | Dalton | GA | 01/2019 | 11/2023 |
| Osaic Wealth, Inc. | Dalton | GA | 11/2023 | Present |
1. FELLOWHIP OF CHRISTIAN ATHLETES (FCA) POSITION: Board Member- Women in Sports NATURE: This is a non-profit ministry INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: P.O. Box 2414, Dalton GA 30722, United States DESCRIPTION: I am a board member for the Women In Sports ministry. I volunteer as a "character coach" to local high school softball teams. I am also a volunteer guest speaker at various events throughout the year. 2. BDL ADVISORS POSITION: Partner NATURE: Marketing Name INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 160 START DATE: 10/11/2022 ADDRESS: 118 W. King St., Dalton GA 90720, United States DESCRIPTION: All duties of our financial planning practice is performed under the BDL Advisors. Financial Plan creation and review. Trading. Client prep and meetings. 3. FELLOWSHIP OF CHRISTIAN ATHLETES (FCA) POSITION: Board of Directors- Member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/03/2019 ADDRESS: P.O. Box 2414, Dalton GA 30722, United States DESCRIPTION: Provide general counsel with other Board members in the areas of fundraising, event coordinating, and staffing of the North Georgia Chapter of FCA. 4. EMILY BOYD - INSURANCE POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/30/2018 ADDRESS: 118 W King Street, Dalton GA 30720, United States DESCRIPTION: Financial Planning, Client Relationship management, Investment Planning, Trading, and Insurance. 5. UNITED WAY OF NORTHWEST GEORGIA POSITION: Board Member NATURE: This is a local non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/27/2024 ADDRESS: 816 S Thornton Ave, Dalton GA 30720, United States DESCRIPTION: Help steer local charitable giving through the efforts of United Way. Vote on the internal management of personnel and giving committees. Weigh in on day to day operations of the local chapter of United Way. 6. BROWNE, DRAPER AND LAND, LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 160 START DATE: 11/30/2018 ADDRESS: 118 W. King St, Dalton GA 30720, United States DESCRIPTION: I am a partner and a salary employee. This entity pays business expenses including payroll.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-16 |
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