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3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-04-06 |
| IN | RA | APPROVED | 2022-02-16 |
| TX | RA | APPROVED | 2022-01-20 |
Branch Locations
200 East Main Street, Ste 530, Fort Wayne, IN 46802 • United States
3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States
3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-04-06 |
| OH | RA | APPROVED | 2022-04-06 |
| IN | RA | APPROVED | 2022-04-05 |
Branch Locations
200 East Main Street Ste 530, Fort Wayne, IN 46802 • United States
3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Fort Wayne | IN | 07/2014 | 12/2021 |
| Mohlman Asset Management Llc | Fort Wayne | IN | 07/2014 | 02/2018 |
| Independent Advisor Alliance, Llc | Fort Wayne | IN | 02/2018 | 01/2022 |
| Spire Securities | Mclean | VA | 01/2022 | 01/2022 |
| San Blas Securities | Atlanta | GA | 01/2022 | Present |
1.MOHLMAN WEALTH MANAGEMENT - since 12/2017, Investment Related - At Reported Business Location(s) 2. Fidelity Charitable since 04/2022, Assist clients with asset allocation of their charitable funds. I receive no compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-08 |
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