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Atlanta, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-04 |
| GA | RA | APPROVED | 2019-08-16 |
Branch Locations
Atlanta, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-07-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atlanta Financial Associates | Atlanta | GA | 02/2015 | 05/2017 |
| Commonwealth Financial Network | Waltham | MA | 02/2015 | 05/2017 |
| Intelligent Worth | Atlanta | GA | 05/2017 | Present |
| Smartpath Advisors, Llc | Atlanta | GA | 05/2019 | Present |
| Smartpath, Inc. | Atlanta | GA | 06/2017 | 06/2022 |
| Smartpath, Inc. | Atlanta | GA | 06/2022 | Present |
- SmartPath, Inc.; 2451 Cumberland Pkwy SE, STE 3608, Atlanta, GA 30339; Vice President of Finance and Operations; Start date: June 2022; Investment Related: No; Nature of Business: SmartPath, Inc. is a financial education and coaching company.; Approx. 40 hours per month; Brief description of duties: Manages financial, business, and HR operations - Intelligent Worth, LLC; 1909 N Akin Dr NE, Atlanta, GA 30345; Managing Member and CCO; Start date: May 2017; Investment Related: Yes; Nature of Business: Intelligent Worth, LLC is a financial planning firm; Hours per month: 5; Trading hours per month: 2; Brief description of duties: financial planning for individuals and families
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-28 |
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