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Current Employers
Ridgeback Wealth Management

470 Commerce Dr Suite 670, Peachtree City, GA 30269 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-07-24
  • GA RA
    APPROVED
    Since 2024-07-24

Branch Locations

470 Commerce Dr Suite 670, Peachtree City, GA 30269 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ridgeback Wealth Management, Llc Peachtree City GA 03/2024 Present
Shepherd Financial Woodstock GA 03/2020 06/2024
Northwestern Mutual Atlanta GA 10/2018 01/2020
Self Employed Fayetteville GA 01/2014 12/2019
  • 03/2024 → Present
    Ridgeback Wealth Management, Llc
    Peachtree City, GA
  • 03/2020 → 06/2024
    Shepherd Financial
    Woodstock, GA
  • 10/2018 → 01/2020
    Northwestern Mutual
    Atlanta, GA
  • 01/2014 → 12/2019
    Self Employed
    Fayetteville, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-14
  • S65 Uniform Investment Adviser Law Examination
    2024-05-14

View on SEC IAPD

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