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415 South Broad Street, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-10-05 |
Branch Locations
415 South Broad Street, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Piedmont Group Of Atlanta | Dunwoody | GA | 08/2015 | 10/2016 |
| Sungrade Solar | Los Angeles | CA | 05/2018 | 06/2019 |
| Class Leasing | Alpharetta | GA | 09/2017 | 04/2018 |
| Howard Capital Management, Inc. | Roswell | GA | 12/2019 | Present |
| Davey Tree Experts | Atlanta | GA | 07/2019 | 11/2019 |
| J.D. Mellberg | Tucson | AZ | 11/2016 | 08/2017 |
| Northern Lights Distributors, Llc | Elkhorn | NE | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-24 |
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