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Dacula, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-29 |
| GA | RA | APPROVED | 2022-02-24 |
Branch Locations
Dacula, GA • United States
Sarasota, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-08-23 |
Branch Locations
Sarasota, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning, Inc. | Overland Park | KS | 10/2020 | 01/2022 |
| Truewealth, Llc | Atlanta | GA | 08/2018 | 09/2020 |
| University Of West Georgia | Carrollton | GA | 08/2017 | 07/2018 |
| University Of West Georgia | Carrollton | GA | 08/2017 | 07/2018 |
| Southwire Company | Carrollton | GA | 08/2016 | 05/2017 |
| University Of West Georgia | Carrollton | GA | 08/2014 | 07/2017 |
| Piece Of Wealth Planning Llc | Decatur | GA | 02/2022 | Present |
| Origin Financial | Boston | MA | 07/2022 | Present |
PIECE OF WEALTH PLANNING, LLC / INVESTMENT RELATED / DECATUR, GA / REGISTERED INVESTMENT ADVISOR / CO OWNER AND IAR / FEB 2022 / 150 HOURS PER MONTH / 100% DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-01-04 |
| S65 | Uniform Investment Adviser Law Examination | 2017-09-09 |
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