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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ger Loftin Wealth Advisors, Llc | Johns Creek | GA | 07/2019 | Present |
| Georgia State University | Atlanta | GA | 08/2020 | 08/2024 |
| Lambert High School | Suwanee | GA | 08/2016 | 05/2020 |
| United Planners Financial Services | Scottsdale | AZ | 05/2022 | 08/2023 |
| Keir Pienaar | Roswell | GA | 02/2023 | 08/2023 |
| Lpl Financial Llc | Johns Creek | GA | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-06-02 |
| S65 | Uniform Investment Adviser Law Examination | 2021-08-18 |
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