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1372 Peachtree Street Ne, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Us Na | Miami | FL | 12/2012 | 09/2024 |
| Asset Allocation Strategies | Farmington | MI | 09/2024 | 07/2026 |
| Valuteachers | Ponte Vedra Beach | FL | 05/2024 | Present |
| First Advisors National | Atlanta | GA | 07/2026 | Present |
(1) VALUTEACHERS | INVESTMENT-RELATED | PONTE VEDRA BEACH, FL | NATURE: INSURANCE, FIXED/INDEXED ANNUITY SALES | POSITION: INSURANCE AGENT, INDEPENDENT CONTRACTOR | START DATE: MAY 2024 | APX. HRS/MONTH: 160 (130 DURING TRADING HOURS) | DUTIES: PROSPECTING PUBLIC SCHOOL EMPLOYEES TO MARKET FIXED/INDEX ANNUITY PRODUCTS. (2) KEY WEALTH ADVISORS, CORPORATION | INVESTMENT RELATED | MIAMI, FL | NATURE: PASS-THROUGH DBA | POSITION: CEO | START DATE: JUNE 2024 | HOURS/MO: 0-1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-01 |
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