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11780 Northfall Lane Suite 303, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-05-04 |
Branch Locations
11780 Northfall Lane Suite 303, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forthright Wealth Management, Llc | Alpharetta | GA | 03/2021 | Present |
| Department Of Audits And Accounts | Athens | GA | 07/2018 | 02/2021 |
| Pellicano & Blankenship Llc | Albany | GA | 01/2018 | 04/2018 |
| Kingsmark Private Financial Advisors | Albany | GA | 05/2017 | 10/2017 |
| Georgia Southwestern State University | Americus | GA | 09/2014 | 05/2018 |
| University Of Georgia Graduate School | Athens | GA | 08/2018 | 05/2020 |
1. Chi Phi chapter of the Delta Pi Fraternity; non-investment related; same address; undergraduate fraternity program; President; Since 08/2019; Approximately 10 hours per month; Overseeing the chapter budgeting, putting together alumni events, making sure bills / taxes are paid.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-01 |
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