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2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2003-10-31 |
Branch Locations
107 Weatherstone Drive Suite 520, Woodstock, GA 30188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 10/2003 | Present |
--1--DUNN FINANCIAL SERVICES - NOT INVESTMENT RELATED - 107 WEATHERSTONE DRIVE STE 520, WOODSTOCK, GA 30188 - DBA FOR FINANCIAL SERVICES AND FIXED INSURANCE - OWNER - 01/01/1993 - 160 HOURS/MONTH, 120 DURING TRADING - FINANCIAL SERVICES AND FIXED INSURANCE SALES. --2--NORTH GEORGIA WEALTH ADVISORS(NGWA) - NOT INVESTMENT RELATED - 107 WEATHERSTONE DRIVE STE 520, WOODSTOCK, GA 30188 - DBA FOR FINANCIAL SERVICES AND FIXED INSURANCE - NO TITLE, WILL CONTINUE TO USE DUNN FINANCIAL SERVICES. MARKETING SERVICE ON NGWA WEBSITE. - 06/2017 - 0 TIME SPENT ON ACTIVITY - NO DAY TO DAY DUTIES. --3--PROCOM SALES, INC. - NOT INVESTMENT RELATED - 3380 TRICKAM ROAD, WOODSTOCK, GA 30188 - DATA TRANSFER SALES - BOARD MEMBER - 2019 - BOARD MEETS ONCE PER YEAR OR AS NEEDED - BOARD MEMBER, WILL HELP MAKE BUDGET, OPERATIONAL DECISIONS, EVALUATE THE CEO PERFORMANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-03 |
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