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3000 Heritage Walk Suite 301, Milton, GA 30004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-08-22 |
| GA | RA | APPROVED | 2015-08-20 |
Branch Locations
3000 Heritage Walk Suite 301, Milton, GA 30004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berkeley Capital Partners, Llc | Norcross | GA | 08/2015 | Present |
| Triad Advisors, Inc. | Norcross | GA | 08/2015 | Present |
1)BERKELEY CAPITAL PARTNERS,LLC;INVESTMENT RELATED;3500 PARKWAY LANE,SUITE 430,NORCROSS,GA 30092;REGISTERED INVESTMENT ADVISOR;PARTNER;8/2015;160 HRS/MONTH;5.5 HRS DURING TRADING;FINANCIAL ADVISOR ACTIVITIES 2)BERKELEY CAPITAL PARTNERS VENTURE I, LLC;INVESTMENT RELATED;3500 PARKWAY LANE,SUITE 430,NORCROSS,GA 30092;HOLDING CO;LIMITED PARTNER;12/2013;0 HRS/MONTH;0 HRS DURING TRADING;LLC FORMED TO BUY EQUITY IN A MEDICAL DEVICE COMPANY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-26 |
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