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Alpharetta, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-02-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tamm Net, Inc. | Marrietta | GA | 07/2016 | 10/2018 |
| Wepartner Group, Llc | Peachtree Corners | GA | 11/2018 | 03/2019 |
| Caresource, Inc. | Atlanta | GA | 04/2019 | Present |
| Long Faith Capital Llc | Alpharetta | GA | 01/2021 | Present |
1. I have been working at CareSource, Inc. which is a health insurance company. The company doesn't sell any investment products. My role at CareSource is Senior Data Analyst. Specifically, I analyze patients' claims records to provide support for decision-making in the quality improvement department. I DO NOT have an insurance license and I DO NOT sell insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-05 |
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