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3255 North Point Pkwy Ste 103, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-08 |
| GA | RA | APPROVED | 2026-05-01 |
Branch Locations
3255 North Point Pkwy Ste 103, Alpharetta, GA 30005 • United States
3255 North Point Parkway Suite 103, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-04-03 |
Branch Locations
3255 North Point Parkway Suite 103, Alpharetta, GA 30005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Alpharetta | GA | 01/2011 | 12/2018 |
| Fisher Investments | Tampa | FL | 09/2021 | 08/2022 |
| Premier Financial Alliance | Suwanee | GA | 01/2019 | 03/2020 |
| Georgia Advisory Group | Alpharetta | GA | 05/2020 | 08/2021 |
| Georgia Advisory Group | Alpharetta | GA | 08/2022 | 02/2025 |
| Northstar Investment Partners | Alpharetta | GA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-02 |
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