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104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-03-04 |
| TX | RA | APPROVED | 2024-03-01 |
Branch Locations
Six Concourse Parkway Suite 1515, Atlanta, GA 30328 • United States
104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Atlanta | GA | 10/2015 | 03/2024 |
| City National Bank | Atlanta | GA | 01/2017 | 03/2024 |
| Main Street Financial Solutions | Atlanta | GA | 03/2024 | Present |
1)Name of Entity: Joy Lake LLC Address of Business: Not Provided. Business Descriptions: Business is investment related Projected Start Date - 01/01/2010 Projected End Date - No anticipated end date Capacity - Passive Investor Duties Performed: It is just one industrial building that is generating rental income 0 hours devoted to this OBA per month 0 hours devoted during security trading hours per month 2)Name: CUMMINGS 2 HOLDINGS LLC Address: 1046 Vance Ave NE Atlanta, GA 30306 Business Description: passive investment with my brother Business is not investment related Projected Start Date: 12/28/20 Capacity: Owner - Passive Duties Performed: monitoring investment Devoted to this OBA per Month: 0 Hours Devoted to this OBA during business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-13 |
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