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55 Roswell Street Suite 210, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-16 |
| GA | RA | APPROVED | 2022-08-24 |
Branch Locations
55 Roswell Street Suite 210, Alpharetta, GA 30009 • United States
Johns Creek, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Athens | GA | 08/2016 | 05/2020 |
| All Inspired Boutique | Duluth | GA | 05/2015 | 12/2019 |
| Chick Fil A Hamilton Mill | Buford | GA | 06/2020 | 03/2021 |
| Jim Exley | Alpharetta | GA | 03/2021 | 10/2021 |
| James Exley | Alpharetta | GA | 10/2021 | 05/2022 |
| Northwestern Mutual Investment Services Llc | Alpharetta | GA | 10/2021 | 05/2022 |
| Wealth Science Advisors Llc | Alpharetta | GA | 05/2022 | Present |
1) WEALTH SCIENCE RESEARCH LABS; NOT INVESTMENT-RELATED; 55 ROSWELL STREET, STE 210, ALPHARETTA, GA 30009; PSYCHOLOGICAL ANALYTICS AND CONSULTING; OWNER; STARTED 06/2023; APPROXIMATELY 5 HOURS PER MONTH, ALL DURING SECURITIES TRADING HOURS; PSYCHOLOGICAL ASSESSMENTS. 2) WEALTH SCIENCE FAMILY OFFICE LLC; NOT INVESTMENT-RELATED; 55 ROSWELL ST STE 210, ALPHARETTA, GA 30009; CONSULTING; WEALTH SCIENCE ADVISOR; STARTED: 08/2022; APPROXIMATELY 10 HOURS PER MONTH, ALL DURING SECURITIES TRADING HOURS; STRATEGIC CONSULTING AND ADMINISTRATIVE SUPPORT SERVICES TO ENTITIES AND HIGH NET WORTH FAMILIES. 3) WEALTH SCIENCE TAX LLC; NOT INVESTMENT-RELATED; 443 CYPRESS DRIVE, SANTA ROSA BEACH, FL, 32459; TAX SERVICES; WEALTH SCIENCE ADVISOR; STARTED: 07/2025; APPROXIMATELY 10 HOURS PER MONTH, ALL DURING SECURITIES TRADING HOURS; ASSISTS CLIENTS WITH TAX PLANNING, TAX PROJECTIONS, AND FILING TAX RETURNS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-09 |
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