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1100 Peachtree Street Ne Suite 250, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-12-06 |
| TX | RA | APPROVED_RES | 2021-12-02 |
Branch Locations
1100 Peachtree Street Ne Suite 250, Atlanta, GA 30309 • United States
1100 Peachtree Street Ne, Suite 250, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2014 | 10/2021 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 05/2014 | 10/2021 |
| Collective Wealth Partners, Llc (Fka Altruist Wealth Ptnrs, Llc) | Atlanta | GA | 10/2021 | Present |
1. RENTAL PROPERTY MANAGEMENT, ATLANTA, GA, 04/2011, MANAGE RENTAL PROPERTY, NIR, 1 HR/MO - 1 HR/MO TRADING 2. OPEN HEARTS PERSONAL CARE HOMES, ATLANTA, GA, 03/2008, ADVISORY BOARD MEMBER, NIR 1 HR/MO - 0 HR/MO TRADING 3. EMMA KNOWS MONEY, ATLANTA, GA, 03/2008, AUTHOR/SPEAKER ARTICLES AND BOOKS ON FINANCIAL EDUCATION, NIR, 6 HR/MO - 0 HR/MO TRADING 4. FINANCIAL NETWORK, ATLANTA, GA, 03/2008, OWNER TELEVISION NETWORK, NIR, 10 HR/MO - 0 HR/MO TRADING 5. BRIDGING FINANCIAL GAPS, SOUTH FULTON, GA, 06/2020, BOARD MEMBER, NIR, 16 HR/MO - 0 HR/MO TRADING 6. OCE FOUNDATION, INC., ATLANTA, GA, 02/2021, NON-PROFIT BOARD MEMBER, NIR, 8 HR/MO - 0 HR/MO TRADING 7. OWNERSHIP CHANGES EVERYTHING, ATLANTA, GA, 02/2021, OWNER NON-PROFIT, NIR, 12 HR/MO - 0 HR/MO TRADING 8. Council on Examinations- Washington, DC, Volunteer Subject Matter Expert for CFP exam and provides CFP Board with recommendations regarding the development, administration and scoring of the exam. Not investment related- Start Date 1-30-2023- 12 HR/MO- 2 HR/MO Trading 9. Collective Wealth Solutions INSURANCE 5/15/2025 Insurance Business- life, disability, annuity, long term care Insurance Agent and Co- Owner Not investment related Start date 05/15/2025 1100 Peachtree Street NE Suite Atl GA 30309 No more than 10 hours per week devoted on this business during business hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-18 |
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