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Gainesville, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Resource Planning Group, Ltd. | Atlanta | GA | 11/2003 | 09/2023 |
| Mercer Global Advisors Inc. | Atlanta | GA | 12/2022 | 07/2025 |
| Focus Advisory, Ltd. | Marietta | GA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-11-21 |
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