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8000 Avalon Blvd Suite 100, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-04-16 |
Branch Locations
8000 Avalon Blvd Suite 100, Alpharetta, GA 30009 • United States
8000 Avalon Blvd Suite 100, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Alpharetta | GA | 10/2018 | Present |
| Retired | Alpharetta | GA | 07/2016 | 10/2018 |
| Mpwm Advisory Solutions Llc | Alpharetta | GA | 01/2019 | Present |
1. 4/2/2019 - MPWM Advisory Solutions, LLC - DBA: (Hybrid) MAYER PRIVATE WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 01/10/2019 - 80 Hours Per Month/4 Hours During Securities Trading - Time Spent 60%. 2. 4/2/2019 - MPWM ADVISORY SOLUTIONS LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/10/2019 - 80 Hours Per Month/4 Hours During Securities Trading - Time Spent 60% - I provide investment advisory services through MPWM ADVISORY SOLUTIONS LLC, an independent investment advisor firm. I started this business activity in 1/2019. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-09 |
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