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3101 Cobb Pkwy Se Suite 124, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-07-25 |
| GA | RA | APPROVED | 2025-07-24 |
Branch Locations
3101 Cobb Pkwy Se Suite 124, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2015 | 06/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2015 | 06/2017 |
| Kestra Investment Services, Llc | Alpharetta | GA | 07/2017 | 07/2025 |
| Kestra Advisory Services, Llc | Alpharetta | GA | 07/2017 | 07/2025 |
| Steele Advisory Llc | Atlanta | GA | 07/2025 | Present |
1) Licensed insurance agent; Not investment-related; Atalanta, GA, 30339; Insurance sales; Implementation of insurance recommendations; 5 hours per month, 0 during trading hours; Licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-19 |
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