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2849 Paces Ferry Road Suite 660, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-08-08 |
Branch Locations
2849 Paces Ferry Road Suite 660, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sewanee: The University Of The South | Sewanee | TN | 08/2017 | 05/2021 |
| N3L Capital Partners | Nashville | TN | 06/2020 | 10/2020 |
| Gerloftin Wealth Advisors | Johns Creek | GA | 06/2021 | 08/2023 |
| Vector Marketing | Norcross | GA | 11/2017 | 12/2018 |
| Unemployed | Duluth | GA | 08/2016 | 08/2017 |
| United Planners Financial Services | Scottsdale | AZ | 10/2021 | 08/2023 |
| Gerloftin Wealth Advisors | Johns Creek | GA | 01/2022 | 05/2024 |
| Lpl Financial Llc | Johns Creek | GA | 08/2023 | 05/2024 |
| Paces Ferry Wealth Advisors | Atlanta | GA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-28 |
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