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2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-10-20 |
Branch Locations
10300 Eaton Place Suite 470, Fairfax, VA 22030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 09/2025 | Present |
| Ivory Homes | Salt Lake City | UT | 05/2023 | 06/2025 |
| Model Match, Inc. | San Clemente | CA | 05/2020 | 05/2023 |
| Stance | San Clemente | CA | 09/2018 | 03/2020 |
| Deloitte & Touche, Llc | Rosslyn | VA | 09/2016 | 09/2018 |
| Strategic Blueprint, Llc | Atlanta | GA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-20 |
| S65 | Uniform Investment Adviser Law Examination | 2025-08-11 |
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