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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of North Georgia | Dahlonega | GA | 08/2016 | 12/2017 |
| Connie's Ice Cream Parlor | Dahlonega | GA | 03/2018 | 01/2020 |
| Chick-Fil-A Jett Ferry Rd | Dunwoody | GA | 05/2017 | 08/2017 |
| Chick-Fil-A Jett Ferry Rd | Dunwoody | GA | 05/2019 | 02/2020 |
| Steve Cannon Insurance Agency | Woodstock | GA | 02/2020 | 04/2024 |
| State Farm Vp Management Corp. | Woodstock | GA | 10/2021 | 11/2022 |
| University Of North Georgia | Dahlonega | GA | 08/2015 | 12/2019 |
| State Farm Vp Management Corp. | Woodstock | GA | 08/2023 | 04/2024 |
| Vincent Financial Group | Woodstock | GA | 04/2024 | Present |
| Impact Partnership Wealth, Llc | Marietta | GA | 07/2024 | Present |
| Leveraged Wealth Management | Woodstock | GA | 04/2024 | Present |
1) Leveraged Wealth Management; Yes Investment Related; 9200 Main St, Ste 2A Woodstock, GA 30188; Fixed Insurance; Life Insurance Agent; 4/2024; 5hrs/Mo; 2hrs/Mo during Securities Trading Hours. Prospecting activities. 2) North Mountain Capital, LLC; Not Investment Related; 218 King Arthur Dr. Woodstock, GA 30189; Equipment Rental; Owner Operator; 3/2024; 15hrs/Mo; 1hr/Mo during Securities Trading Hours; Marketing, maintenance of equipment, delivery of equipment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-22 |
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