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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-13 |
Branch Locations
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
1440 Old Lenoir Rd. Suite D, Hickory, NC 28601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Corner Table | Newton | NC | 08/2021 | 09/2024 |
| Homemaker | Newton | NC | 03/2020 | 07/2021 |
| Shook Chiropractic | Newton | NC | 11/2019 | 03/2020 |
| Kohl's | Hickory | NC | 09/2018 | 10/2019 |
| Hawksridge Farms | Hickory | NC | 06/2016 | 06/2018 |
| Advisory Services Network, Llc | Atlanta | GA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-13 |
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