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Dacula, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-29 |
| GA | RA | APPROVED | 2020-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Piece Of Wealth Planning Llc | Decatur | GA | 04/2018 | Present |
| Arthritis Foundation | Atlanta | GA | 11/2019 | 03/2020 |
| Your Greatest Contribution | Fairburn | GA | 07/2019 | 11/2019 |
| Clark Atlanta University | Atlanta | GA | 09/2019 | Present |
| Signaturefd | Atlanta | GA | 07/2018 | 07/2019 |
| Pricewaterhousecoopers Llp | Atlanta | GA | 09/2017 | 07/2018 |
| University Of West Georgia | Carrollton | GA | 08/2016 | 07/2017 |
| University Of West Georgia | Carrollton | GA | 08/2012 | 07/2017 |
| Piece Of Wealth Accounting Llc | Decatur | GA | 02/2020 | Present |
| City Of Atlanta | Decatur | GA | 06/2020 | 10/2021 |
| Origin Financial | Boston | MA | 10/2022 | Present |
CLARKE ATLANTA UNIVERSITY / NOT INVESTMENT RELATED / ATLANTA, GA / EDUCATION / PART TIME ADJUNCT PROFESSOR / SEP 2019 / 15 HOURS PER MONTH / 50% DURING TRADING HOURS PIECE OF WEALTH ACCOUNTING LLC / NOT INVESTMENT RELATED / DECATUR, GA / ACCOUNTING / OWNER / FEB 2020 / 50 HOURS PER MONTH / 100% DURING TRADING HOURS PIECE OF WEALTH PLANNING LLC / INVESTMENT RELATED / DECATUR, GA / REGISTERED INVESTMENT ADVISOR / OWNER AND CCO / APR 2018 / 100 HOURS PER MONTH / 100% DURING TRADING HOURS
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