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1 Belvedere Place Suite 200, Mill Valley, CA 94941 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-26 |
| TX | RA | APPROVED_RES | 2026-06-26 |
Branch Locations
1 Belvedere Place Suite 200, Mill Valley, CA 94941 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Macon | GA | 11/2010 | 08/2019 |
| Facet Wealth | Baltimore | MD | 08/2019 | 10/2021 |
| Lpl Financial Llc | Kathleen | GA | 10/2021 | 06/2023 |
| Ndvr | Boston | MA | 06/2023 | 10/2023 |
| Family Specialty Care | Kathleen | GA | 10/2023 | 06/2026 |
| Origin Investment Advisory | Kathleen | GA | 11/2025 | 06/2026 |
| Newretirement Advisors Llc D/B/A Boldin Advisors | Kathleen | GA | 06/2026 | Present |
1) Hampton Consulting / Investment-related / Address: 130 River Valley Trail, Kathleen, GA 31047 / Nature of Business: Index Futures Trading / Title: Owner / Start Date: 11/2023 / Hours Per Month: 2 Hours, 1 Hour during Securities Trading / Duties: Trade index futures for a prop firm utilizing an automated system.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-24 |
| S65 | Uniform Investment Adviser Law Examination | 1996-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-19 |
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