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5607 Glenridge Drive Suite 275, Building Ii, Atlanta, GA 30342 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-11-09 |
| TX | RA | APPROVED | 2016-10-25 |
| GA | RA | APPROVED | 2007-08-23 |
Branch Locations
5607 Glenridge Drive Suite 275, Building Ii, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network, Inc. | Atlanta | GA | 08/2002 | 07/2020 |
| Sard Wealth Management Group, Llc | Atlanta | GA | 04/2007 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2020 | Present |
1) 1. Sard Wealth Management Group, LLC 2. Investment Related 3. See Branch Office in Section 1 4. Registered Investment Advisor 5. President, IAR 6. 02/2007 7. 200 hrs/mo 8. 8 hrs during trading 9. Financial Planning, meeting with clients, portfolio management 2) 1. Jonathan Sard 2. Not investment related 3. See Branch Office in Section 1 4. Life, disability, long-term care and annuity insurance sales 5. Owner, licensed agent 6. 1992 7. 5 hrs/mo 8. 5 hrs/mo during trading 9. We provide insurance analysis for clients needing life, disability, or long term care insurance, or annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-09 |
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