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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-03-19 |
Branch Locations
11675 Rainwater Drive Ste 600, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Agile Resources, Inc. | Alpharetta | GA | 05/2017 | 08/2017 |
| Triad Advisors | Norcross | GA | 06/2021 | 03/2024 |
| Ugaa | Athens | GA | 03/2018 | 05/2021 |
| Triad Advisors | Norcross | GA | 05/2019 | 07/2019 |
| Uga | Athens | GA | 08/2017 | 05/2021 |
| Full-Time Education | Cumming | GA | 06/2011 | 05/2017 |
| Incompass Financial Partner, Llc | Marietta | GA | 01/2022 | 03/2024 |
| Ae Wealth Management, Llc | Topeka | KS | 03/2024 | Present |
| Three Bridges Financial Group | Alpharetta | GA | 03/2024 | Present |
| Three Bridges Wealth Management | Alpharetta | GA | 11/2025 | Present |
1) Three Bridges Financial Group; Yes Investment Related; 11675 Rainwater Drive Ste 600 Alpharetta, GA 30009; Insurance and Annuity Business/Commissions; Financial Advisor; 3/2024; 30hrs/Mo; 30hrs/Mo during Securities Trading Hours. Advising clients on best practices for their individual situations with personal finance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-20 |
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