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3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-01-28 |
Branch Locations
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors | Atlanta | GA | 06/2018 | 09/2020 |
| Hoffman Financial Group | Atlanta | GA | 05/2017 | 09/2020 |
| Impact Partnership | Kennesaw | GA | 03/2015 | 07/2017 |
| American Retirement Institute | Atlanta | GA | 04/2019 | 09/2020 |
| Pruco Securities, Llc | Canton | GA | 09/2020 | 01/2022 |
| The Prudential Insurance Company Of America | Canton | GA | 09/2020 | 01/2022 |
| Gibbs Wealth Management, Llc | Alpharetta | GA | 01/2022 | Present |
Health Sales 424 White Cloud Trl. Canton GA 30114 October 2016 - present Sales of Medicare Supplement Policies 1 Hour Per Month. 0 hours during trading hours. Approximately $1,500.00 from new sales Start Date October 2017. HEALTH SALES POSITION: Agent NATURE: Finance and Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2017 ADDRESS:424 White Cloud Trl. Canton GA 30114 DESCRIPTION: Trail Commissions, Medicare sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-08 |
| S65 | Uniform Investment Adviser Law Examination | 2018-01-10 |
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