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5400 Laurel Springs Parkway Suite 101, Suwanee, GA 30024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-04 |
Branch Locations
5400 Laures Springs Parkway Ste. 101, Suwanee, GA 30024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Strategic Financial Alliance. Inc. | Atlanta | GA | 04/2026 | Present |
| Kona Ice | Suwanee | GA | 05/2021 | 10/2025 |
| Georgia College & State University | Milledgeville | GA | 08/2021 | 05/2025 |
| Georgia College & State University | Milledgeville | GA | 08/2024 | 05/2025 |
| Hebron Christian Academy | Dacula | GA | 08/2007 | 05/2021 |
| Woodlands Camp | Cleveland | GA | 05/2023 | 08/2023 |
| Enterprise Innovation Institute At Georgia Tech | Atlanta | GA | 04/2024 | 08/2024 |
| Ameriprise Financial | Milledgeville | GA | 08/2024 | 04/2025 |
| Legacy Planning Advisors, Llc. | Suwanee | GA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-28 |
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