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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2017-01-17 |
| TX | RA | APPROVED | 2017-01-16 |
| GA | RA | APPROVED | 2015-11-02 |
Branch Locations
11675 Rainwater Drive, Suite 625, Alpharetta, GA 30009 • United States
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Consilium Associates | Alpharetta | GA | 10/2015 | Present |
| Merit Financial Advisors | Roswell | GA | 10/2015 | Present |
1) East Piedmont Storage, LLC; non-inv related; 4672 Sandy Plains Rd Roswell, GA 30075; Real Estate Dev; Partner/member of LLC; 2/28/2023; 1% of time. 2) 1025 Old Roswell, LLC; non-inv Related; 1025 Old Roswell Rd. Suite 104 Roswell, GA 30076; Real Estate; General Partner; 6/3/2019; building maintenance and tenant relationships; 1% of time. 3) WWW Ventures, LLC; Not investment-related; Kennesaw, GA; Building a pickleball facility; Partner; 2026-01-31; 5 hours monthly; 0 hours during securities trading hours; Tom is a general contractor. He is also mine and Rick Kent's partner in PTC Storage. We have decided to not build another storage facility to build the pickleball facility, Rick will not be involved in pickleball.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-31 |
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