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3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-14 |
| GA | RA | APPROVED | 2017-03-02 |
Branch Locations
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liquid Strategies, Llc | Atlanta | GA | 10/2013 | Present |
The Harvester Fund, LP, Investment related; Address: 2506 Grove Avenue, Richmond, VA 23220; Nature of Other Business: Private Fund; Position: General Partner and Portfolio Manager of Investment Manager; Title: General Partner; Start Date: 3/1/2026; Hour/month devoted to this business: 4; Duties: Manage the fund's investment strategy.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-07 |
| S65 | Uniform Investment Adviser Law Examination | 1996-05-20 |
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