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200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-13 |
Branch Locations
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
150 Fairview Road Suite 105, Mooresville, NC 28117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signaturefd Wealth Management | Atlanta | GA | 07/2016 | 06/2017 |
| Old North State Trust, Llc | Wilmington | NC | 06/2017 | 07/2018 |
| Lpl Financial Llc | Greensboro | NC | 07/2018 | 01/2022 |
| Marsh Mclennan Agency | Greensboro | NC | 01/2021 | 01/2022 |
| Mma Securities Llc | Greensboro | NC | 12/2023 | 10/2025 |
| Old North State Trust, Llc | Greensboro | NC | 01/2022 | 12/2023 |
| Marsh Mclennan Agency | Greensboro | NC | 12/2023 | 10/2025 |
| Mma Asset Management | Greensboro | NC | 01/2025 | 10/2025 |
| Lpl Financial, Llc | Mooresville | NC | 10/2025 | Present |
| Ifg Advisory, Llc D/B/A Bluhawk Wealth Management | Mooresville | NC | 11/2025 | Present |
1. 2/2026 -, BluHawk Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 3/6/2026 2. 2/2026 - EPL8 Holdings, LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Rel - 0 Hour(s)/Month - 0 Hour(s) During Trading - Mooresville NC 28117 - OBA Start date: 12/01/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-30 |
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