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8000 Avalon Boulevard Suite 100, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-07-19 |
| GA | RA | APPROVED | 2011-08-15 |
Branch Locations
8000 Avalon Blvd Suite 100, Alpharetta, GA 30009 • United States
12600 Deerfield Parkway Suite 475, Alpharetta, GA 30004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-02-24 |
Branch Locations
12600 Deerfield Parkway Suite 475, Alpharetta, GA 30004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Circa Capital, Llc | Cumming | GA | 07/2011 | Present |
| Wealth With No Regrets | Alpharetta | GA | 01/2017 | Present |
| Fiduciary Financial Group | San Rafael | CA | 08/2019 | 09/2021 |
Circa Capital; investment-related, 8000 Avalon Boulevard, Suite 100, Alpharetta, GA 30009; Portfolio Manager and Investment Analyst; Partner; since July 2011; 120 hours per month are devoted to this business, 99 hours per month are devoted during securities trading hours; portfolio management and investment analysis for clients. Wealth With No Regrets; investment-related, 12600 Deerfield Pkwy #475, Alpharetta, GA 30004; Chief Investment Officer; Investment Advisor Representative; since January 2017; 40 hours per month are devoted to this business, 31 hours per month are devoted during securities trading hours; portfolio management and investment analysis for clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-04-03 |
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