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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-07-17 |
Branch Locations
983 O'kElly St Se, Conyers, GA 30012 • United States
1688 White Circle Nw, Marietta, GA 30066 • United States
1020 Parkside Commons Ste 101-E, Greensboro, GA 30642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii - John Hancock | Nashville | TN | 09/2018 | 01/2020 |
| Sheridan & Associates | Conyers | GA | 01/2018 | Present |
| Turning 65 Solutions Llc | Union Point | GA | 10/2014 | 03/2021 |
| Walton County Ems | Monroe | GA | 04/2014 | 07/2017 |
| Royal Alliance Associates, Inc. | Alpharetta | GA | 11/2018 | 01/2020 |
| The Sheridan Group | Union Point | GA | 10/2015 | Present |
| Sheridan Wealth Management | Greensboro | GA | 07/2023 | Present |
| Impact Partnership Wealth, Llc | Marietta | GA | 07/2023 | Present |
1) The Sheridan Group; Non Investment Related; 983 O'kelly St SE Conyers, GA 30012; Insurance Agency; Owner; 10/2015; 160hrs/Mo Devoted; 50hrs/Mo Devoted during Security Trading Hours. We help clients with Health Insurance products and Annuities. 2) Sheridan & Associates; Non Investment Related; 983 O'kelly St SE Conyers, GA 30012; Insurance Agency; Administrative; 01/2018; 10hrs/Mo Devoted; 10hrs/Mo Devoted during Security Trading. Insurance agency dealing health insurance, responsibilities limited to administrative duties, assists on occasion, no ownership interest in company. 3) Rental Property 1; Not Investment Related; Rental House; Owner; 8/1/2024; 4hrs/Mo; 0hrs/Mo during Securities Trading Hours; Oversee rental property/renters.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-15 |
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