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13680 Sr-9 Ste G600, Milton, GA 30004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-08 |
| GA | RA | APPROVED | 2026-07-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Turnkey Planning Solutions | Atlanta | GA | 12/2018 | 03/2020 |
| Milend, Inc | Alpharetta | GA | 01/2016 | 12/2018 |
| Jon Baker Financial Group | Atlanta | GA | 03/2020 | 10/2022 |
| Carson Wealth | Atlanta | GA | 10/2022 | 11/2024 |
| Westhollow Wealth Management | Milton | GA | 11/2024 | Present |
| Westhollow Wealth Management | Milton | GA | 06/2026 | Present |
| Bargain Bonanza, Llc | Woodstock | GA | 07/2023 | Present |
| Licensed Insurance Agent | Milton | GA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-22 |
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