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3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-25 |
Branch Locations
3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hkl | Rutledge | GA | 01/2015 | 12/2020 |
| Unemployed | Alpharetta | GA | 12/2020 | 07/2025 |
| Kaitlin Ponce Insurance Agency | Atlanta | GA | 07/2025 | 07/2026 |
| Stephen Cole Insurance Agency | Atlanta | GA | 07/2025 | 07/2026 |
| State Farm Vp Management Corp | Atlanta | GA | 07/2025 | 07/2026 |
| State Farm Investment Management Corp, | Atlanta | GA | 07/2025 | 07/2026 |
| Advocacy Wealth Management | Atlanta | GA | 08/2026 | Present |
Forge Consulting LLC, 11 Depot Street, Hartwell GA 30643, Non-investment related, Insurance agency, Parent company of Advocacy Wealth Management, no direct compensation, Title: Agent, started 8/2026, 0 hrs / month during securities trading hours. Duties: No insurance related duties at present.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-14 |
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