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3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-19 |
Branch Locations
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Windermere, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Api Financial Advisors, Llc | Rockledge | FL | 05/2026 | 08/2026 |
| Faith Financial Solutions | Windermere | FL | 11/2024 | Present |
| Family First Life Allstar | Windermere | FL | 06/2022 | 01/2025 |
| Grow Channels | Winderemere | FL | 06/2023 | 01/2024 |
| Window Wall | Orlando | FL | 12/2022 | 06/2023 |
| Target | Winter Garden | FL | 07/2022 | 09/2023 |
| Pe Solar | Orlando | FL | 03/2022 | 06/2022 |
| Fedex | Ocala | FL | 02/2022 | 03/2022 |
| United States Postal Service | Rochester | NY | 01/2020 | 02/2022 |
| Ridgemont Country Club | Rochester | NY | 08/2018 | 01/2020 |
| Buttonwood Farm | Rochester | NY | 06/2017 | 12/2018 |
| Back40 Financial | Windermere | FL | 02/2026 | Present |
| Marshall'S | Rochester | NY | 04/2016 | 07/2018 |
| Bison Wealth, Llc. | Atlanta | GA | 08/2026 | Present |
1) FAITH FINANCIAL SOLUTIONS, LLC; INVESTMENT RELATED; WINDERMERE, FL; OWNER / INDEPENDENT INSURANCE PRODUCER; SALES OF LIFE INSURANCE PRODUCTS; 11/2024; 10 HRS/WK; 2) BACK40 FINANCIAL; INVESTMENT RELATED RETIREMENT PLANNING; WINDERMERE, FL; 02/2026; 15 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-29 |
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