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5555 Glenridge Connector, Suite 200, Atlanta, GA 30342 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-12-17 |
Branch Locations
5555 Glenridge Connector, Suite 200, Atlanta, GA 30342 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Atlanta | GA | 09/2015 | 12/2025 |
| Independent Financial Partners | Atlanta | GA | 09/2015 | 05/2019 |
| Independent Advisor Alliance, Llc | Atlanta | GA | 05/2019 | 12/2025 |
| E2E Financial, Llc | Atlanta | GA | 08/2025 | Present |
| E2E Financial, Llc | Atlanta | GA | 09/2015 | Present |
1. 9/11/2015 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - STARTED 01/01/1993 - 8 Hours Per Month/2 Hours During Securities Trading - TIME SPENT 15% - Independent Broker for: individual and group life, disability, LTC, fixed annuity and health insurance non registered sales. 2. Business consulting and public speaking
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-17 |
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