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Vidalia, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith Inc. | Toledo | OH | 12/2020 | 08/2023 |
| Unemployed | Vidalia | GA | 08/2023 | 05/2026 |
| Southern Georgia Wealth Advisors | Vidalia | GA | 05/2026 | Present |
| Unemployed | Howards Grove | WI | 03/2020 | 07/2020 |
| Tai Diagnostics | Wauwatosa | WI | 07/2018 | 03/2020 |
| Takara Bio | Fitchburg | WI | 08/2017 | 07/2018 |
| Nawgen Llc | St Louis | MO | 03/2016 | 08/2017 |
| Thrivent Investment Management Inc | Cleveland | WI | 07/2020 | 12/2020 |
| Thrivent Financial | Appleton | WI | 08/2020 | 11/2020 |
| Thrivent Financial | Appleton | WI | 11/2020 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-26 |
| S66 | Uniform Combined State Law Examination | 2020-09-09 |
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