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2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-13 |
| NC | RA | APPROVED | 2016-05-13 |
Branch Locations
603 Dolley Madison Road Ste 200, Greensboro, NC 27410 • United States
4208 Six Forks Road Suite 1000, Raleigh, NC 27609 • United States
2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-13 |
| PR | RA | APPROVED | 2024-05-02 |
| NC | RA | APPROVED | 2017-08-11 |
Branch Locations
603 Dolley Madison Road Suite 200, Greensboro, NC 27410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Strategic Financial Alliance | Atlanta | GA | 05/2016 | Present |
| Strategic Blueprint, Llc | Atlanta | GA | 08/2017 | Present |
| Gencrest Capital Partners | Greensboro | NC | 12/2024 | Present |
1.GENCREST CAPITAL, INVESTMENT RELATED, 603 DOLLEY MADISON RD, Suite 200 GREENSBORO, NC 27410, DBA FOR MARKETING FINANCIAL SERVICES, TAX PREPARATION, DIVORCE WEALTH STRATEGIST, 12/2024 , 30 HOURS A MONTH, 3 DURING TRADING, TAX PREPARATION AND DIVORCE PLANNING. 2. FIXED INSURANCE, NOT INVESTMENT RELATED, 445 DOLLEY MADISON RD, GREENSBORO, NC 27410, FIXED INSURANCE, AGENT, 01/2014, 2 HOURS/MONTH, 0 DURING TRADING, AGENT FOR FIXED INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-02 |
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