Best Investors Account Sign in
Current Employers
Lifetime Wealth Management P.C.

560 E. Interstate Hwy 30, Ste 110, Rockwall, TX 75087 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-12-11
  • GA RA
    APPROVED
    Since 2020-12-11

Branch Locations

Alpharetta, GA • United States

560 E. Interstate Hwy 30, Ste 110, Rockwall, TX 75087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lifetime Wealth Management P.C. Rockwall TX 11/2020 Present
Ell Llc Dba Sidecar Group Alpharetta GA 02/2014 Present
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-08
  • S65 Uniform Investment Adviser Law Examination
    2020-09-08

View on SEC IAPD

More in Alpharetta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor