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565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-10-11 |
Branch Locations
565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliant Retirement Services, Llc | Alpharetta | GA | 08/2024 | Present |
| Formpiper | Marietta | GA | 11/2021 | 05/2022 |
| Possiblenow | Duluth | GA | 05/2022 | 07/2024 |
| Georgia Southern University | Statesboro | GA | 08/2016 | 05/2021 |
| Brett Barron Golf Llc | Suwanee | GA | 05/2021 | 11/2021 |
Alliant Insurance; Not business; 1125 Sanctuary Parkway, Suite 300, Alpharetta, GA 30009; Insurance sales, Assoc. Producer; 08/2024; 1 hour; producing leads for other insurance producers through cross-sell.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-17 |
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