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200 Galleria Parkway Suite 1450, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-01 |
| GA | RA | APPROVED | 2020-12-11 |
Branch Locations
200 Galleria Parkway Suite 1450, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Montag & Caldwell, Llc | Atlanta | GA | 05/1997 | 10/2020 |
| A. Montag & Associates | Atlanta | GA | 11/2020 | Present |
1) HOLY INNOCENTS EPISCOPAL SCHOOL INVESTMENT COMMITTEE; INVESTMENT RELATED; 805 MOUNT VERNON HWY, NW, ATLANTA, GA 30327; PRESCHOOL-12 COLLEGE-PREPARATORY DAY SCHOOL; MEMBER; STARTED 1/2014; 1HR/MO; NO TIME SPENT DURING SECURITY TRADING HOURS; PARTICIPATE IN MEETINGS; VOLUNTEER POSITION.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-09-22 |
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