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10 Drs. James Parker Blvd Suite 202, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-05-07 |
Branch Locations
9040 Rosewell Road, Suite 350, Atlanta, GA 30350 • United States
10 Drs. James Parker Blvd Suite 202, Red Bank, NJ 07701 • 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 |
|---|---|---|---|---|
| Centaurus Financial Inc. | Anaheim | CA | 03/2015 | Present |
| Alexander Capital, L.P. | New York | NY | 03/2020 | 04/2020 |
| Alexander Capital, L.P. | New York | NY | 05/2020 | Present |
1. HIGHLAND CAPITAL BROKERAGE, NON-INVESTMENT RELATED, 6000 LAKE FORREST DR., SUITE #100, ATLANTA, GA 30328, LIFE, HEALTH, DISABILITY & LTC INSURANCE, AGENT, SINCE 4/4/2007, DEVOTED TIME IS 1 TO 2 HRS, REVIEWING, ANALYZING, AND IMPLEMENTING INSURANCE & LTC CASES. 2. LCORE WEALTH MANAGEMENT LLC, INVESTMENT RELATED, 9040 ROSWELL ROAD, SUITE #350, ATLANTA, GA 30350, DBA FOR BRANDING AND MARKETING PURPOSES, CEO & SENIOR FINANCIAL ADVISOR, SINCE 10/23/2012. 3.LCORE, LLC under the DBA, LCORE added LCORE Registered Insurance Agency under the DBA 4. All Bridge Consulting LLC 9040 Roswell Atlanta, GA 30350, Non-Investment related, Consulting on Senior Planning; Divorce and Tax Planning. 5. Isabella Omohundro, Inc., non-investment related. Creative Arts 3D Animation Co. for creating children's books. 7/13/2021 Secretary, Officer and Consultant. 0% ownership; helped daughter set the company. No compensation, no duties, no time spent.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-12-08 |
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