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11720 Amberpark Drive Suite 170, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-10-15 |
| GA | RA | APPROVED | 2018-07-09 |
Branch Locations
11720 Amberpark Drive Suite 170, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Atlanta | GA | 03/2014 | 06/2018 |
| Maryland Financial Group, Inc. | Atlanta | GA | 04/2014 | 06/2018 |
| Newcorp Financial Services, Inc. | Alpharetta | GA | 06/2018 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2018 | Present |
1. NewCorp Financial Services DBA NewCorp Wealth Management.-Investment related-11720 Amberpark Drive, Suite 170, Alpharetta GA 30009 -Registered Investment Advisor-Co-owner, Advisor-6/25/2018-150 hrs/mth-100% during training hrs-Managing client assets, financial planning with clients and daily operations. 2. PKS Financial. Investment Related. 80 State St, Albany, NY 12207. Insurance and Fixed Annuities. Agent. 06/2018. 10 Hrs/Mo; All During Trading Hours. Providing Insurance Solutions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-22 |
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