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10 Drs. James Parker Blvd Suite 202, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-05-27 |
Branch Locations
9040 Rosewell Road, Suite 375, Atlanta, GA 30350 • United States
10 Drs. James Parker Blvd Suite 202, Red Bank, NJ 07701 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Lcore Wealth Management Llc. | Atlanta | GA | 05/2016 | Present |
| Centaurus Financial, Inc. | Anaheim | CA | 07/2016 | 05/2020 |
| Alexander Capital, L.P. | New York | NY | 04/2020 | 04/2020 |
| Alexander Capital, L.P. | New York | NY | 05/2020 | Present |
1) 07/2024 - Axio Wealth Strategies, LLC - DBA for Branch and individual. 40 Hours per month during securities trading. Provides investment advisory services. - Investment related. 2) 07/2024 - Self - Enrolled Agent - DBA: Axio Wealth Strategies - 9040 Roswell Rd, Ste 375 Atlanta, GA 30350 - Tax consultation - Sole Owner -10 hours per month during securities trading. Non-investment related. 3) 01/2024 - Jeremy Presley - Insurance Agent - 9040 Roswell Rd, Ste 375 Atlanta, GA 30350 - Sole Owner - 10 hours per week. 4) 04/2026 - Core Income Advisors LLC - 5940 Golden Hills Dr. Golden Valley, MN 55416 - Insurance Agent - 0% ownership - Insurance and annuities - Approximately 5 hours per week. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-07 |
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