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12655 Birmingham Hwy Suite 201, Milton, GA 30004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-08-15 |
Branch Locations
12655 Birmingham Hwy Suite 201, Milton, GA 30004 • United States
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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Alpharetta | GA | 05/2023 | 05/2025 |
| Consolidated Medical Staffing | Marietta | GA | 03/2023 | 05/2023 |
| Gride Technology | Atlanta | GA | 03/2023 | 05/2023 |
| Evergreen Health Group/Insurance Pipeline | Smyrna | GA | 05/2021 | 10/2022 |
| First Choice Health Group | Columbia | MD | 08/2020 | 09/2020 |
| Blueprint Solutions | Marietta | GA | 08/2018 | 10/2020 |
| Clockwork Concepts | Marietta | GA | 11/2016 | 10/2018 |
| Total Quality Logistics | Atlanta | GA | 10/2017 | 12/2017 |
| J.P. Morgan Securities Llc | Marietta | GA | 05/2025 | 08/2025 |
| Jpmorgan Chase Bank, N.A. | Marietta | GA | 05/2025 | 08/2025 |
| Merrill Lynch | Atlanta | GA | 06/2024 | 06/2024 |
| Gem Shopping Network Inc | Duluth | GA | 02/2023 | 02/2023 |
| Paramount Transportation Logistics Services | Marietta | GA | 01/2023 | 02/2023 |
| Unemployed | Lawrenceville | GA | 05/2015 | 10/2016 |
| Unemployed | Alpharetta | GA | 11/2020 | 04/2021 |
| Unemployed | Alpharetta | GA | 11/2022 | 12/2022 |
| Blueprint Consulting Services, Llc | Marietta | GA | 10/2021 | 09/2024 |
| Bluechip Wealth Advisors, Llc | Milton | GA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-01 |
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