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3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-04-26 |
Branch Locations
50101 Governors Dr., Suite 160, Chapel Hill, NC 27517 • United States
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oxley Capital Management, Llc | North Cape May | NJ | 02/2019 | 05/2021 |
| Oxley Capital Management, Llc | North Cape May | NJ | 06/2018 | 01/2019 |
| Unemployed | Munich, Bavaria | 01/2018 | 06/2018 | |
| Bitcoin Machine Supply | Los Angeles | CA | 12/2016 | 01/2018 |
| Sea Gear Marine Supply | Cape May | NJ | 08/2017 | 09/2017 |
| Student Loan Forgiveness | Los Angeles | CA | 02/2017 | 03/2017 |
| Unemployed | Los Angeles | CA | 09/2016 | 11/2016 |
| Oxley Capital Management, Llc | North Cape May | NJ | 06/2020 | 05/2021 |
| Zenith Retirement Planning | Chapel Hill | NC | 05/2019 | Present |
| Truadvice, Llc | Sarasota | FL | 05/2021 | 12/2023 |
| Bison Advisors | Hartwell | GA | 12/2023 | Present |
1. Insurance Agent. a. Name: Zenith Retirement Planning. b. Investment related. Insurance and annuities in addition to Investment Advisory business c. 50101 Governors Dr Suite 160, Chapel Hill, NC 27517. d. Nature of business is to supplement Investment Advisory Service activities with insurance products e. 20 hours a month. f. During security trading hours, I devote approximately 1 hour. g. My duties include: i. Collaborating with FMOs to design private pension plans for my clients. ii. Organizing applications for my clients. iii. Overseeing the execution of such instruments. iv. Serving clients annually to maintain accuracy of plan and function of all moving parts, including private pension plans (annuities and life insurance). h. Start date: 05/2019
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-02 |
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