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3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-09-20 |
| TN | RA | APPROVED | 2022-09-09 |
Branch Locations
3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305 • United States
1222 Demonbreun Street Suite 1425, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors Llc | Franklin | TN | 05/2019 | 12/2020 |
| St. Marys Preparatory | Orchard Lake | MI | 10/2017 | 05/2019 |
| Grand Valley State University | Allendale | MI | 08/2012 | 12/2016 |
| Aca Track | Commerce | MI | 01/2017 | 12/2017 |
| Securian Financial Services Inc | St Paul | MN | 04/2021 | 08/2022 |
| Minnesota Life Insurance Co | St Paul | MN | 04/2021 | 08/2022 |
| Shoemaker Financial | Brentwood | TN | 04/2021 | 08/2022 |
| Unemployed | Nashville | TN | 01/2021 | 04/2021 |
| Bip Wealth, Llc | Atlanta | GA | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-08 |
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