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Decatur, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-11-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial | Alpharetta | GA | 02/2020 | 07/2022 |
| Cisco Systems, Inc. | Atlanta | GA | 06/2008 | 02/2020 |
| Financial Consultants Group | Cumming | GA | 07/2022 | Present |
(1)Name of Business: Grand Cascades Home Owner''s Association (HOA) Address: 150 Rivergate Drive, Suwanee, GA, 30024, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - Treasurer, Officer - Secretary Investment Related: No Start Date: 03/09/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Secretary: Record meeting minutes, announce meetings and prepare agenda, maintain records, maintain lists, file forms with state agencies, manage correspondence.\n\nTreasurer: Confirm accounting codes for new expenses, review month end financials for accuracy, create new year budget. (2) INSURANCE AGENT- INVESTMENT RELATED-AT REPORTED BUSINESS LOCATION(S), INSURANCE SALES, AGENT, 2021, DEVOTES NOT MORE THAN 5 HOURS PER MONTH OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-14 |
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