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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-14 |
| GA | RA | APPROVED | 2025-09-17 |
Branch Locations
780 Johnson Ferry Road Suite 600, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nichols Cauley& Associates, Llc | Peachtree Corners | GA | 12/2022 | 05/2025 |
| Angel Oak Capital Advisors | Altanta | GA | 10/2021 | 11/2022 |
| Tidwell Group, Llc (Now Eisneramper) | Johns Creek | GA | 09/2017 | 10/2021 |
| Unemp/Oyed | Cumming | GA | 06/2025 | 09/2025 |
| Auburn University | Auburn | AL | 08/2013 | 05/2017 |
| Unemployed | Huntsville | AL | 06/2017 | 08/2017 |
| Equitable Advisors, Llc | New York | NY | 09/2025 | Present |
1. Paschal Properties, LLC of Alabama DBA The Lake Escape on Logan Martin - CFO and Treasurer of the business/Part Owner 1/3 % -123 Windingham Drive, Huntsville, AL - 06/13/2022, 1 Hr per week. 2. Delta Sigma Pi Business Fraternity 330 South Campus Avenue Oxford, OH 45056-2405, Volunteer services to the Atlanta Alumni Chapter of Delta Sigma Pi - various leadership roles. 09/15/2014, 4HRS/Mo. Not investment related. 3. Grand Lodge of Alabama, Millbrook, Alabama 36054 Parent of: Twin City Lodge No. 76 1991 Pepperell Pkwy Opelika, AL 36801, Master Mason or Brother - base title of any full member of the fraternity, no responsibilities, 04/15/2017, 0HRS/MO. 4. Beta Upsilon Chi National Office 12650 N. Beach Street Suite 114 #305 Fort Worth, TX 76244, Secretary of Alumni Chapter Board of the Amega Chapter at Auburn University. The Secretary role tracks and organizes all information pertaining to the board's internal operations, help other board members with initiatives on an as-needed basis. Responsibilities: -Communicates monthly with the Event Chair on upcoming event needs. -Distributes minutes to board members no longer than one week after board meetings. -Ensures that all alumni chapter board minutes & operations are stored in a central, assessable location (such as Google Drive). -Creates an Event Roadmap of events in the short term and long term for each year. 06/01/2026, 2HR/MO. Not investment related. 5. Grand Lodge of Georgia, F.&A.M. 811 Mulberry St, Macon, GA 31201 Parent of: Roswell Lodge #176 F&AM Address: 1054 Alpharetta St, Roswell, GA 30075, Master Mason or Brother - base title of any full member of the fraternity, No responsibilities, 09/15/2025, 2HRS/MO. Not investment related. 6.Legacy Oak Antiques, occupy two antique booths within The Green Bean Exchange 438 Canton Rd, Cumming, GA 30040, Wife hobby - buying and reselling antique furniture, lamps, China, art, nick-naks, etc. Not titles or role - Provide support where needed. 09/01/2025, 20HRS/MO. Not investment related. 7. CPA, Georgia CPA License, for title only, 09/15/2022 0HRS/MO. 8. Delta Sigma Pi Professional Business Fraternity, Case Competition Judge (Alumni Member), participate as a judge in a case competition. 03/16/2026, 0HRS/MO. 8. Stonecreek Church, volunteer, organize/host/lead periodic meetings to build community with and encourage the walk of faith of other Christians Address: 13540 GA-9, Alpharetta, GA 30004 Start Date: 8/12/2026 Relationship: volunteer small group bible study leader Details: volunteer small group bible study leader Hours: 20per month, not Insurance/Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-25 |
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