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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-25 |
| GA | RA | APPROVED | 2016-08-10 |
Branch Locations
2650 Holcomb Bridge Rd Ste. 320, Alphretta, GA 30022 • 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 |
|---|---|---|---|---|
| Retirement Wealth Advisors | Roswell | GA | 07/2016 | Present |
| Albertson Financial & Workshops4Retirement | Roswell | GA | 08/2014 | Present |
| Browne Lozs Llc | Johns Creek | GA | 09/2008 | Present |
| Successful Retirement Wealth Management Llc | Alpharetta | GA | 12/2018 | Present |
Successful Retirement Wealth Management; Investment Related; 2650 Holcomb Bridge Road, Suite 320, Alpharetta, GA 30022; Insurance and Investment Advisory; Owner; Started 12/2018; 180 hours/month devoted; all hours devoted during securities trading hours; offer sale of insurance products and investment advisory services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-09 |
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