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Sarasota, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-10-18 |
Branch Locations
Sarasota, FL • United States
Cumming, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-01-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Progressive Insurance | Duluth | GA | 06/2003 | Present |
| Greenway Financial Planning, Llc | Cumming | GA | 08/2018 | Present |
| Origin Financial | San Francisco | CA | 09/2021 | Present |
Greenway Financial Planning, LLC; Investment-Related; Cumming, GA; Investment Adviser; Investment Adviser Representative; August 2018; Approx. 150 hours/month; Approx. 150 hours/month during trading hours; Provide investment advice and/or financial planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-16 |
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