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3775 Venture Dr Building O Suite 201, Duluth, GA 30096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-10-01 |
| LA | RA | APPROVED | 2019-10-01 |
Branch Locations
2645 N Berkeley Lake Road Nw A205, Duluth, GA 30096-0000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hd Vest Insurance Agent | Alpharetta | GA | 08/2018 | 08/2019 |
| Hd Vest Investment Services | Alpharetta | GA | 08/2018 | 08/2019 |
| Global Financial Center, Inc. | Duluth | GA | 12/2006 | Present |
| Hd Vest Advisory Services | Duluth | GA | 12/2018 | 08/2019 |
| Yongchang Company Inc | Duluth | GA | 08/2004 | Present |
| Hd Vest Insurance Agency, Llc | Irving | TX | 08/2018 | Present |
HD Vest Insurance Agency, LLC~'IR'~6333 North State Highway 161, 4th Floor~Irving~TX~75038~Equity Indexed Annuity~Agent~8/9/2018~80hrs~60hrs~I may have the ability to sell any, or all of the following products: variable annuities, fixed annuities, any/all types of index annuities, variable insurance (e.g. VUL/VIL).|GLOBAL FINANCIAL CENTER INC~'NIR'~2645 N BERKELEY LAKE ROAD NW, A205~Duluth~GA~30096~Accounting Services/Tax Preparation~Owner~12/13/2006~160hrs~130hrs~I AM THE OWNER OF THE BUSINESS. I MANAGE THE ALL BUSINESS OPERATION, REVIEW EMPLOYEES' WORK AND PREPARE INDIVIDUAL AND BUSINESS TAX RETURN.|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-20 |
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