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3200 Windy Hill Rd Se Ste 920W, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-26 |
| GA | RA | APPROVED | 2025-07-24 |
Branch Locations
3200 Windy Hill Rd Se Ste 920W, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Group | Concord | NH | 07/2012 | 08/2019 |
| Savings Bank Life Insurance Of Ma | Woburn | MA | 08/2019 | 06/2020 |
| The Secure Companies, Inc | Atlanta | GA | 06/2020 | Present |
| Pria Strategies, Llc | Atlanta | GA | 06/2025 | Present |
-licensed insurance agent with PlanGap Agency, LLC -full-time employee of The Secure Companies, Inc. The Secure Companies, Inc. is the parent company of PRIA Strategies, LLC. The Secure Companies, Inc. is the parent company of several other entities including PlanGap, LLC PlanGap Agency, LLC, and PRIA Technologies, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-16 |
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