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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-03-02 |
Branch Locations
1555 Bustard Road Suite 201, Lansdale, PA 19446 • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc | Malvern | PA | 12/2020 | 02/2022 |
| Mufg Union Bank | Tempe | AZ | 01/2019 | 12/2020 |
| Ascend Learning | Chandler | AZ | 12/2017 | 01/2019 |
| Groupe Finance Prive | Paris | 09/2015 | 12/2017 | |
| Self Employed | Phoenix | AZ | 06/2020 | 12/2020 |
| Platinum Wealth Advisors | Souderton | PA | 03/2022 | Present |
| Advisory Services Network, Llc | Atlanta | GA | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-13 |
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