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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-22 |
Branch Locations
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
2950 Cherokee Street Nw Suite 700, Kennesaw, GA 30144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Georgia | Athens | GA | 07/2016 | 12/2020 |
| Epting Events | Athens | GA | 10/2019 | 08/2020 |
| H&R Block | Athens | GA | 02/2021 | 03/2021 |
| Integrated Wealth Strategies | Atlanta | GA | 03/2021 | 04/2023 |
| Lpl Financial, Llc | Atlanta | GA | 11/2021 | 05/2023 |
| Henssler Financial | Kennesaw | GA | 05/2023 | 05/2025 |
| American Financial Advisors, Llc. | Marietta | GA | 05/2025 | 05/2026 |
| American Financial Advisors, Llc. | Marietta | GA | 05/2025 | 05/2026 |
| Allworth Financial | Kennesaw | GA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-31 |
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