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72096 Ramos Avenue Suite D, Covington, LA 70433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-15 |
Branch Locations
7000 Peachtree Dunwoody Rd. Ne Building 6, Suite 100, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks | Charlotte | NC | 10/2018 | 11/2021 |
| N/A | Charlotte | NC | 08/2018 | 10/2018 |
| Preferred Electric Co., Inc. | Charlotte | NC | 12/2012 | 08/2018 |
| Carroll Financial | Charlotte | NC | 10/2018 | 11/2021 |
| Green Verity | Gastonia | NC | 02/2021 | 11/2021 |
| Lpl Financial, Llc | Marietta | GA | 11/2021 | 03/2022 |
| Wealth Enhancement Advisory Services Llc | Charlotte | NC | 11/2021 | 03/2022 |
| Wealth Enhancement Group | Charlotte | NC | 12/2021 | 03/2022 |
| Wealth Enhancement Brokerage Services | Charlotte | NC | 12/2021 | 03/2022 |
| Independent Advisor Alliance | Marietta | GA | 04/2022 | 08/2022 |
| Gratus Capital, Llc | Atlanta | GA | 09/2022 | 07/2024 |
| The Colony Group, Llc | Boston | MA | 08/2024 | 09/2025 |
| Beam Wealth Advisors, Inc. | Atlanta | GA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-20 |
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