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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-22 |
| GA | RA | APPROVED | 2020-06-29 |
Branch Locations
626 Josephine Parker Road Suite 204, Key West, FL 33040 • United States
219 Roswell St Ste 150 [Satellite], Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimerfunds | Alpharetta | GA | 06/2015 | 05/2019 |
| Wells Fargo Advisors Financial Network, Llc | Alpharetta | GA | 06/2020 | Present |
| Non Active | Alpharetta | GA | 07/2019 | 05/2020 |
RENTAL PROPERTY; INVESTMENT RELATED; HILTON HEAD,SC; 50% OWNERSHIP WITH SPOUSE; START 1/1/2012; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; OWNER.;| GENTRY WEALTH MANAGEMENT PARTNERS, LLC, INVT RELATED, ALPHARETTA, GA, 100% OWNERSHIP, START 1/1/2021, 700 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE.| PRAXIS FINANCIAL PARTNERS LLC, INV RELATED, ALPHARETTA, GA, 25% OWNERSHIP, START 1/1/2021, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE.| GLEN ABBEY; NOT INV RELATED; ALPHARETTA, GA; HOA; TREASURER; START DATE 05/19/2025; 5 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS PRAXIS FINANCIAL PARTNERS LLC, INV RELATED, ALPHARETTA, GA, 40% OWNERSHIP, START 1/1/2025, 200 HOURS PER MONTH, 200 HOURS DURING TRADING, FINET PRACTICE.|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-26 |
| S65 | Uniform Investment Adviser Law Examination | 1994-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-14 |
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