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12630 Crabapple Road Suite 300, Milton, GA 30004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-08-01 |
Branch Locations
12630 Crabapple Road Suite 300, Milton, GA 30004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jamison Private Wealth Management, Inc. | Milton | GA | 06/2023 | Present |
| Homrich Berg Wealth Management | Atlanta | GA | 05/2022 | 08/2022 |
| Sma Advisors Llc | Milton | GA | 08/2019 | 12/2019 |
| Crossroads Strategy Group Llc | Milton | GA | 11/2019 | 12/2021 |
| University Of Georgia | Athens | GA | 01/2020 | 05/2023 |
| Student | Milton | GA | 05/2013 | 12/2019 |
| Jamison Private Wealth Management, Inc. | Milton | GA | 01/2023 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-17 |
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