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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-09-05 |
Branch Locations
3535 Piedmont Road Ne Building 14-500, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Atlanta | GA | 04/2011 | 05/2017 |
| Acg Wealth Inc. | Atlanta | GA | 06/2017 | 05/2019 |
| Arkadios Capital | Atlanta | GA | 05/2018 | 05/2019 |
| Gratus Capital, Llc | Atlanta | GA | 05/2020 | 07/2024 |
| Focus Partners Wealth, Llc | Clayton | MO | 08/2024 | Present |
| Hightower Advisors | Atlanta | GA | 03/2019 | 01/2020 |
| Unemployed | Marietta | GA | 02/2020 | 04/2020 |
NAME OF BUSINESS: ALPHA INSIGHTS; NATURE OF BUSINESS: GENERAL RIA MARKETPLACE CONSULTING AND Q&A; ADDRESS OF BUSINESS: 350 MADISON AVE 12TH FLOOR, NEW YORK, NY 10017; START DATE: 07/17/2020; APPROX NUMBER OF HOURS PER WEEK: 1-5; APPROX NUMBER OF HOURS DURING TRADING HOURS; 1-5; BRIEF DESCRIPTION OF DUTIES: ANSWERING GENERAL, HIGH-LEVEL QUESTIONS AND TOPICS RELATED TO THE RIA MARKETPLACE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-13 |
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