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560 E. Interstate Hwy 30, Ste 110, Rockwall, TX 75087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-12-11 |
Branch Locations
Alpharetta, GA • United States
560 E. Interstate Hwy 30, Ste 110, Rockwall, TX 75087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifetime Wealth Management P.C. | Rockwall | TX | 11/2020 | Present |
| Ell Llc Dba Sidecar Group | Alpharetta | GA | 02/2014 | Present |
1. Ell, LLC dba Sidecar Group; non-investment related, 3100 Woodale Ct., Alpharetta, GA 30022, Advisory services for execution & implementation of strategy in health growth & development, Managing Member/Owner, started 2014, 30-60 hours week, 20-40 hours during trading hours, directly advise leaders of healthcare organizations. 2. Recurrit, LLC dba Tempus; non-investment related, 3100 Woodale Ct., Alpharetta, GA 30022, Software development for time request and billing, Vice President and Owner, Started in 2018, 2-10 hours per week, .5-3 hours during trading hours, owner/direct developers and software sales. 3. EGA II, LLC, dba Equus Growth Advisors; 3221 Blue Cypress Ln., Wellington, FL; started Oct 2025; managing member & partner; non-investment related; oversee the provision of services to our clients and develop planning, spends approximately 160 hours per month with 140 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-08 |
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