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1275 Shiloh Rd Nw Suite 2730, Kennesaw, GA 30144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-17 |
| IN | RA | APPROVED | 2025-10-14 |
| OH | RA | APPROVED | 2025-10-07 |
| GA | RA | APPROVED | 2025-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Georgia Funeral Care | Acworth | GA | 09/2015 | 08/2021 |
| Dream Land Pet Memorial Center | Acworth | GA | 09/2015 | 08/2021 |
| Thrivent Investment Management Inc | Alpharetta | GA | 12/2020 | 03/2023 |
| Thrivent Financial | Appleton | WI | 08/2021 | 10/2021 |
| Thrivent Financial | Appleton | WI | 10/2021 | 03/2023 |
| The Prudential Insurance Company Of America | Atlanta | GA | 04/2023 | 09/2024 |
| Pruco Securities Llc | Atlanta | GA | 04/2023 | 09/2024 |
| Southest Life & Legacy | Acworth | GA | 10/2024 | Present |
| Unity Financial Planning Group Llc | Acworth | GA | 12/2024 | Present |
BUSINESS NAME: Unity Life & Legacy POSITION: Owner and Insurance Professional NATURE: Finance and Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2024 ADDRESS: 3512 McEver Village Lane, Acworth, GA 30101, United States DESCRIPTION: Help clients with insurance needs and or possibly group insurance for businesses and their owners. Since May 2025, Mr. Marcy has been co-manager of Financial Concierge Partners, LLC, a networking platform for referral partners and all things financial. This activity may involve investment-related activity and requires approximately 2 hours per month of Mr. Marcy's time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-05 |
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