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10 Finch Forest Trail Suite 100, Atlanta, GA 30327 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-08-16 |
Branch Locations
10 Finch Forest Trail Suite 100, Atlanta, GA 30327 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lamon & Stern, Inc. | Atlanta | GA | 09/1994 | 08/2024 |
| Pension Financial Services Inc. | Atlanta | GA | 05/1982 | Present |
MR. GARVIN IS THE OWNER AND PRESIDENT OF PENSION FINANCIAL SERVICES. THE BUSINESS BEGAN IN 1978 AND MR. GARVIN IS PRIMARILY RESPONSIBLE FOR MANAGING THE OPERATION OF THE FIRM WHICH TAKES ABOUT 30% OF HIS TIME. THE REMAINING 70% OF HIS TIME IS DEVOTED TO WORKING WITH ADVISORS/BROKERS IN DESIGNING QUALIFIED AND NON-QUALIFIED PLANS WHICH INCLUDES THE PLAN DESIGN, INVESTMENT OFFERINGS, EMPLOYEE COMMUNICATIONS, ETC.... MR. GARVIN DEVOTED APPROXIMATELY 70-80 HOURS A WEEK TO THIS BUSINESS. THE ADDRESS IS 3700 CRESTWOOD PARKWAY, SUITE 550; DULUTH, GA 30096-5585.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-07 |
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