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7393 Hodgson Memorial Dr Suite 202, Savannah, GA 31406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-12-05 |
Branch Locations
7393 Hodgson Memorial Dr Suite 202, Savannah, GA 31406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | Atlanta | GA | 02/2020 | 11/2021 |
| Capstone Benefits Consulting | Statesboro | GA | 01/2022 | 03/2024 |
| Principal Life Insurance Co | Milledgeville | GA | 02/2023 | 02/2024 |
| Principal Securities | Milledgeville | GA | 02/2023 | 02/2024 |
| University Of Alabama | Tuscaloosa | AL | 08/2016 | 05/2020 |
| Sypress Financial | Milledgeville | GA | 05/2023 | 02/2024 |
| University Of Alabama, Hs | Tuscaloosa | AL | 11/2014 | 05/2020 |
| Southern Oak Partners | Milledgeville | GA | 12/2021 | 02/2024 |
| Smith Barid, Llc | Savannah | GA | 03/2024 | 10/2024 |
| Legacybridge Wealth Management, Llc | Savannah | GA | 11/2024 | Present |
| Legacybridge Planning Solutions, Llc | Savannah | GA | 09/2024 | Present |
INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/02/2023 ADDRESS: 136 Floyd L Griffin Street, STE A, Milledgeville GA 31061, United States DESCRIPTION: Sales of Fixed Annuities, Insurance, LTC, DI through Various Carriers. SouthEastern Elite Properties, LLC; Position Title: Principal; Investment Related; 2620 Davis Avenue Tifton GA 31794 ; Real Estate Investment company focused on multifamily/small commercial. Currently not generating revenue, but still active with SOS; Start date: 2023-08-23; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0. Ian Lewis is an agent with LegacyBridge Planning Solutions, LLC, an insurance agency. It provides insurance solutions for our clients when needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-13 |
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