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3380 Trickum Road Building 100, Suite 100, Woodstock, GA 30188-3681 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-04-20 |
Branch Locations
5425 Peachtree Pkwy Nw Suite 148, Peachtree Corners, GA 30092 • United States
3380 Trickum Road Building 100, Suite 100, Woodstock, GA 30188-3681 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Snellville | GA | 05/2001 | 04/2021 |
| Surepath Financial Services, Llc | Woodstock | GA | 04/2021 | Present |
| Sole Proprietor | Peachtree Corners | GA | 04/2021 | Present |
| Peachtree Partners Llc | Peachtree Corners | GA | 10/2020 | Present |
| Wells Fargo Clearing Services, Llc | Snellville | GA | 04/2003 | 04/2021 |
PEACHTREE PARTNERS, LLC, NOT INVT RELATED, PEACHTREE CORNERS, GA, 100% OWNERSHIP, START DATE 10/15/2020, 5 HRS PER MONTH, 0 HRS DURING TRADING, SELLING PARENTS ART.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-24 |
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