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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-06-04 |
| WI | RA | APPROVED | 2026-01-21 |
| MA | RA | APPROVED | 2025-06-16 |
| KY | RA | APPROVED | 2025-05-02 |
| NE | RA | APPROVED | 2024-09-24 |
| TX | RA | APPROVED_RES | 2023-08-17 |
| KS | RA | APPROVED | 2023-07-07 |
| NY | RA | APPROVED | 2023-05-25 |
| AZ | RA | APPROVED | 2023-04-04 |
| NC | RA | APPROVED | 2023-04-03 |
| SC | RA | APPROVED | 2023-03-31 |
| MI | RA | APPROVED | 2023-03-30 |
| CA | RA | APPROVED | 2023-03-29 |
| CO | RA | APPROVED | 2023-03-29 |
| FL | RA | APPROVED | 2023-03-29 |
| IL | RA | APPROVED | 2023-03-29 |
| MD | RA | APPROVED | 2023-03-29 |
| PA | RA | APPROVED | 2023-03-29 |
| VA | RA | APPROVED | 2023-03-29 |
| WY | RA | APPROVED | 2023-03-29 |
| DE | RA | APPROVED | 2023-03-28 |
| MN | RA | APPROVED | 2023-03-28 |
| MO | RA | APPROVED | 2023-03-28 |
| NJ | RA | APPROVED | 2023-03-28 |
| GA | RA | APPROVED | 2023-03-17 |
Branch Locations
5600 Glenridge Dr. Suite 600 East, Atlanta, GA 30342 • 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 |
|---|---|---|---|---|
| Mercedes-Benz Usa Llc | Sandy Springs | GA | 05/1998 | 08/2019 |
| Peach Tree Planning Of Georgia | Atlanta | GA | 08/2019 | 11/2021 |
| Guardian Life Insurance Company | Atlanta | GA | 08/2019 | 11/2021 |
| Park Avenue Securities | Atlanta | GA | 09/2019 | 11/2021 |
| Mml Investors Services, Llc | Atlanta | GA | 12/2021 | 03/2023 |
| Mass Mutual Life Insurance Company | Atlanta | GA | 11/2021 | 03/2023 |
| Guardian Life Insurance Company | Atlanta | GA | 03/2023 | Present |
| Park Avenue Securities | Atlanta | GA | 03/2023 | Present |
Other Insurance: Sell insurance products not offered by Guardian. Start Date: 01/10/2020 Address: 5040 Roswell Rd, Atlanta, GA 1 total hours per month will be spent on this Outside Business Activity 1 hours per month during normal securities trading hours Investment Related School Governance Council Member: I am a member of the School Governance Council fro Alpharetta Elementary School for the 2020-2022 term. Start Date: 08/20/2020 Address: 192 Mayfield Rod, Alpharetta, GA 3 total hours per month will be spend on this Outside Business Activity 0 hours per month during normal securities trading hours Not Investment Related Davis and Davis Companies, General Partner: My husband and I have a registered business with state and federal tax IDs in place. This business is primarily for selling products (retail items) and services (coaching services). I am listed as a General Partner due to the ownership arrangement. Start Date: 08/03/2006 Address: 1155 Jennifer Oaks Drive Alpharetta, GA 30004 2 total hours per month will be spend on this Outside Business Activity 0 hours per month during normal securities trading hours Not Investment Related Coaching Services: Providing coaching services to an organization at the request of the organization. I would act as an independent coach focusing on goal setting, decision making and prioritization techniques. Start Date: 02/01/2021 Address: N/A 4 total hours per month will be spend on this Outside Business Activity 0 hours per month during normal securities trading hours Not Investment Related Board Member - The Black Girls Breathing Foundation: Board Member as Treasurer/CFO for The Black Girls Breathing Foundation (no signing authority, check writing or account access) Start Date: 08/01/2021 Address: Virtual 2 total hours per month will be spend on this Outside Business Activity 2 hours per month during normal securities trading hours Not Investment Related Advisory Board Member - Cyber Safety Architects: An Advisory Board Member for Cyber Safety Architects. Cyber Safety Architects (CSA) is an independent retail cyber insurance agency. The role is participate on the advisory board to help the company avoid commons pitfalls and execute creative solutions. Start Date: 08/01/2021 Address: Virtual 4 total hours per month will be spend on this Outside Business Activity 2 hours per month during normal securities trading hours Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-16 |
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