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2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-12-08 |
Branch Locations
603 Dolly Madison Rd Suite 200, Greensboro, NC 27410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 01/2020 | Present |
| Lions Club | San Marco | TX | 06/2017 | 09/2019 |
| Texas State University | San Marcos | TX | 08/2014 | 12/2019 |
Fixed Insurance 603 Dolley Madison Rd. Ste. 200, Greensboro, NC 27410 10/02/2021 Investment Related Nature of business: Fixed Life Insurance. Position: Agent Duties: Life Insurance Agent Approximate number of hours per month: 16 Approximate number of hours during securities trading hours: 16
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-05 |
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