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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-10 |
Branch Locations
303 Peachtree St Ne Fl 31, Atlanta, GA 30308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meadow Creek Wealth Advisors | Atlanta | GA | 07/2024 | 01/2026 |
| Capstone Financial | Atlanta | GA | 06/2023 | 07/2023 |
| University Of Georgia | Athens | GA | 08/2021 | 05/2024 |
| University Of North Georgia - Oconee Campus | Athens | GA | 08/2020 | 05/2021 |
| The Heritage School | Newnan | GA | 08/2013 | 05/2020 |
| Truist Advisory Services, Inc | Atlanta | GA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-10 |
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