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3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-27 |
Branch Locations
3350 Riverwood Pkwy Suite Gl-28, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Georgia Financial Advisors | Atlanta | GA | 07/2025 | 01/2026 |
| Georgia Southern University | Statesboro | GA | 08/2023 | 07/2025 |
| Chick Fil A | Cumming | GA | 05/2024 | 08/2024 |
| University Of North Georgia | Dahlonega | GA | 08/2022 | 05/2023 |
| Chick Fil A | Cumming | GA | 12/2023 | 12/2024 |
| Onelife Fitness | Dawsonville | GA | 05/2022 | 10/2022 |
| Chick Fil A | Cumming | GA | 01/2020 | 03/2022 |
| Culver's | Cumming | GA | 08/2019 | 01/2020 |
| Applebee's | Dawsonville | GA | 10/2022 | 12/2022 |
| Tam's Tupelo | Cumming | GA | 12/2022 | 08/2023 |
| Forsyth County Schools | Cumming | GA | 01/2015 | 05/2022 |
| Forge Consulting | Atlanta | GA | 01/2026 | Present |
| Advocacy Wealth Management, Llc | Atlanta | GA | 01/2026 | Present |
Forge Consulting LLC, 11 Depot Street, Hartwell GA 30643, Non-investment related, Insurance agency, Parent company of Advocacy Wealth Management, no direct compensation, Title: Agent, started 01/2026, devote 5-10hrs/month during securities trading hours, Duties: Servicing and Placing insurance products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-18 |
| S65 | Uniform Investment Adviser Law Examination | 2025-07-03 |
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