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11720 Amber Park Dr #160, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-06-01 |
Branch Locations
11720 Amber Park Dr #160, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kpmg | Norfolk | VA | 09/2015 | 07/2017 |
| Saville, Dodgen & Company Cpa | Dallas | TX | 09/2018 | 09/2019 |
| Resource Planning Group | Atlanta | GA | 10/2019 | 10/2020 |
| Advisory Services Network, Llc | Atlanta | GA | 11/2020 | 05/2023 |
| The College Of William And Mary | Williamsburg | VA | 09/2017 | 05/2018 |
| Unemployed | Dallas | TX | 06/2018 | 08/2018 |
| Atlas Investment Advisors | Alpharetta | GA | 05/2023 | Present |
Name: Rebecca Richardson. Investment-Related: No. Address: 11720 AmberPark Drive, #160, Alpharetta, GA 30009. Nature: Tax Preparation. Position: Tax Preparer. Start Date: 01/01/2021. Approximate Hours Per Month: 5, during tax season. Approximate Hours During Trading Hours: None. Duties: Tax return preparation and filing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-13 |
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