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3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-14 |
| GA | RA | APPROVED | 2022-02-08 |
Branch Locations
20 Lee Street Unit #2, Jefferson, GA 30549 • United States
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
Pendergrass, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fiduciary Capital, Inc. | Gainesville | GA | 09/2019 | 02/2022 |
| Richlife Advisors Llc | Gainesville | GA | 09/2019 | 01/2022 |
| Suntrust Banks, Inc | Dunwoody | GA | 08/2018 | 09/2019 |
| Wells Fargo Bank, N.A. | Flowery Branch | GA | 12/2013 | 09/2018 |
| Inspire Advisors, Llc | Meridian | ID | 02/2022 | Present |
5/2024 Independent Licensed Insurance Agent; Investment Related; Licensed in Georgia; Life, Accident+Sickness Endorsement, Long Term Care, Annuity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-14 |
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