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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-04-29 |
Branch Locations
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
10105 East Via Linda Ste #103 Pmb-1193, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northcoast Asset Management Llc | Greenwich | CT | 09/2011 | 02/2020 |
| Parallel Advisors, Llc | San Francisco | CA | 07/2022 | 03/2024 |
| Spire Investment Partners | Mclean | VA | 03/2020 | 04/2022 |
| Advisory Services Network, Llc | Atlanta | GA | 04/2024 | Present |
8 Mile Investments PLLC This is the personal LLC that I have set up to operate as an independent contractor in our business and used only for these purposes. The mailing address is: 10105 E. Via Linda #103 PMB- 1193 Scottsdale, AZ 85258 Financial Services/ Wealth Management Sole Owner/ Proprietor Start Date: 4/1/24 I will devote all of my working hours & time to this business. It is the only profession I have or income source I receive.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-12 |
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