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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-05-08 |
Branch Locations
303 Peachtree St, Ne Fl 2, Atlanta, GA 30308 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W E B Dubois | Memphis | TN | 08/2016 | 12/2019 |
| Eos Fitness | Phoenix | AZ | 01/2020 | 11/2023 |
| Shelby County Schools | Memphis | TN | 01/2019 | 07/2019 |
| Pfsi Investments Inc. | Memphis | TN | 07/2018 | 01/2020 |
| Silicon Valley Bank | Tempe | AZ | 02/2020 | 08/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 08/2021 | 11/2023 |
| Amazon.cOm, Inc | Phoenix | AZ | 11/2020 | 01/2021 |
| Limitless Entertainment Llc | Las Vegas | NV | 04/2017 | 03/2020 |
| Fitness Alliance Llc | Phoenix | AZ | 01/2020 | 03/2020 |
| Hilton Worldwide | Las Vegas | NV | 09/2015 | 09/2016 |
| Cadc Llc | Memphis | TN | 10/2018 | 11/2018 |
| Lincoln Heritage Insurance | Memphis | TN | 08/2019 | 03/2020 |
| Bank Of America, N.A. | Chandler | AZ | 08/2021 | 11/2023 |
| Edward Jones | St Louis | MO | 12/2023 | 04/2024 |
| Truist Investment Services, Inc. | Atlanta | GA | 04/2024 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 04/2024 | Present |
RYAN'S BIG EASY BOOK POSITION: Owner NATURE: Children's books INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/11/2021 ADDRESS: Chandler AZ, United States DESCRIPTION: Writing, publishing, and marketing children's books HIDDEN ABUNDANCE, LLC POSITION: Owner NATURE: Private label vitamins and supplements sold online. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/21/2021 ADDRESS: Chandler AZ, United States DESCRIPTION: Marketing, procurement, and sales of products. VOTERS NEWS, LLC POSITION: Owner NATURE: Online publication that aggregates news. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2022 ADDRESS: Chandler AZ, United States DESCRIPTION: Maintenance of website. SOUTHERN SOLSTICE, INC. POSITION: Founder and CEO NATURE: Southern Solstice, Inc. is a specialized cybersecurity and infrastructure resilience firm. The company develops Decision Support Systems (DSS) designed to protect critical utility infrastructure from sophisticated False Data Injection (FDI) attacks. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/20/2026 ADDRESS: Atlanta GA, United States DESCRIPTION: Strategic Governance: Serve as the primary director and controlling shareholder, overseeing the corporate formation and long-term strategic roadmap for the cyber-physical resilience suite. Capital Fundraising: Leading all efforts to secure seed-stage capital and applying for non-dilutive federal grants. IP & Licensing Management: Managing the commercialization and licensing of core technology patents. Advisor Oversight: Recruiting and managing the technical advisory board, which includes two Technical Founder-Advisors responsible for software-in-the-loop (SiL) and hardware-in-the-loop (HiL) validation. Regulatory Compliance: Ensuring the venture adheres to all Delaware C-Corp governance standards and aligns with federal grid security frameworks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-17 |
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