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1040 Cambridge Square Suite C, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-11-27 |
Branch Locations
1040 Cambridge Square Suite C, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cox Media Group Corporation | Atlanta | GA | 08/2008 | 12/2024 |
| Exit Wealth Advisors | Atlanta | GA | 08/2024 | Present |
| Self-Employed | Atlanta | GA | 12/2024 | Present |
| Savannah Distilling | Savannah | GA | 02/2012 | Present |
(1) Savannah Distilling, non-investment related, Atlanta, Georgia, Advisory Role, Start Date: February 2012, >10 hours a week, >4 hours during securities trading hours, Majority Shareholder in Savannah Distilling, less than 50% outstanding shares held, no formal title, but in an advisory role for the company. (2) Self-Employment, non-investment related. Atlanta, Georgia. Freelance Media work. Start Date: December 2024. >10 hours a week. >5 hours during securities trading hours. Freelance Media work for media companies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-28 |
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