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945 East Paces Ferry Road Ne Suite 2660, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-01-17 |
Branch Locations
945 East Paces Ferry Road Ne Suite 2660, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sage Mountain Advisors, Llc | Atlanta | GA | 07/2022 | Present |
| De La Salle High School | Concord | CA | 08/2014 | 08/2018 |
| Sheffield Orthodontics | Antioch | CA | 05/2017 | Present |
| The Ohio State University | Columbus | OH | 08/2018 | 05/2022 |
| Straight Line Imports | Martinez | CA | 05/2018 | 08/2019 |
| Northwestern Mutual | Columbus | OH | 05/2021 | 09/2021 |
- Sheffield Orthodontics - not investment related -3428 Hillcrest Ave, Suite 100, Antioch, CA 94531 -Orthodontics -Administrative Assistant -05/01/2017, 4 hours/month, 0 hours during trading hours -Assist in uploading patient files and various administrative tasks
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-13 |
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