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8000 Avalon Blvd Suite 100, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-11-29 |
Branch Locations
8000 Avalon Blvd. Suite 100, Alpharetta, GA 30009 • United States
8000 Avalon Blvd Suite 100, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2018 | 10/2023 |
| Bbwh Insurors | Statesboro | GA | 10/2014 | 05/2018 |
| Lpl Financial Llc | Statesboro | GA | 11/2023 | Present |
| Mpwm Advisory Solutions, Llc | Statesboro | GA | 11/2023 | Present |
1) 2023-11-21 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Mayer Private Wealth Management - DBA for LPL Business (entity for LPL business) - - at reported business location(s) - 2023-11-13 - hrs/mth - hrs/mth during trading 2) 2023-11-29 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - MPWM Advisory Solutions LLC - Registered Investment Advisor DBA - Y - at reported business location(s) - 2023-11-16 - 20hrs/mth - 20hrs/mth during trading - 3) 2023-11-29 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - MPWM Advisory Solutions LLC - Registered Investment Advisor - Y - at reported business location(s) - 2023-11-13 - 20hrs/mth - 20hrs/mth during trading - 4) 2026-05-12 - BRANNEN PRIVATE WEALTH MANAGEMENT, LLC - Business Entity For Tax/Investment Purposes Only - Y - at reported business location(s) - 2026-05-01 - 1hrs/mth - 0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-03 |
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