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238 River Park N Dr., Woodstock, GA 30188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-07-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goodwin Investment Advisory | Woodstock | GA | 06/2018 | Present |
| Georgia Secretary Of State | Atlanta | GA | 06/2016 | 06/2018 |
Entity Name & Address: Investment Committee Member, Infinite Giving Advisory Services, Inc., 3423 Piedmont Road NE, Atlanta, GA 30305. Role & Description: Pro bono Investment Committee Member for Infinite Giving Advisory Services, Inc., a registered investment adviser that serves exclusively charitable organizations. Involved in providing pro bono thought leadership around the development and periodic updates of investment strategies. Time Commitment: Approximately 1.5 hours per month, during regular market hours. Start Date: Began relationship on March 19, 2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-06 |
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