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1372 Peachtree Street Ne, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vario Fund | St Augustine | FL | 10/2023 | 05/2026 |
| Qualtrics | Mountain City | TN | 04/2022 | 09/2023 |
| Doxy.mE | Jons Island | SC | 10/2019 | 03/2022 |
| Blue Raven Solar, | Charleston | SC | 02/2019 | 09/2019 |
| The Citadel | Charleston | SC | 08/2017 | 01/2019 |
| The Citadel | Charleston | SC | 08/2012 | 07/2017 |
| First Advisors National | Atlanta | GA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-11 |
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