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2550 Central Avenue, Augusta, GA 30904 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-07-24 |
| GA | RA | APPROVED | 2018-09-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Augusta | GA | 07/2005 | 08/2018 |
| South State Bank (Formerly: Georgia Bank & Trust) | Augusta | GA | 07/2010 | 08/2018 |
| Wealthplan Partners | Augusta | GA | 12/2015 | 04/2017 |
| Firethorn Wealth Partners, Llc | Augusta | GA | 08/2018 | Present |
| Chalice Capital Partners, Llc | San Diego | CA | 08/2018 | Present |
1. Firethorn Wealth Partners/Insurance. 08/10/2018. Managing Member. Augusta, GA. 200 hours per month. Advisory asset management services. 140 hours per month during trading hours. Advisor for clients. 2. 1. KINGSWOOD CAPITAL; INVESTMENT RELATED; SAN DIEGO, CA; BROKER DEALER; REGISTERED REPRESENTATIVE; START 8/18/2018; HOURS DEPENDENT ON NEEDS OF CLIENTS. 3. ITrust Advisors LLC- RIA insurance related business, 01/02/2019; 20 hours per month 4. Westminster School Board, 08/01/2023; 4 hours per month Woodgate Property Owners Assoc,Is Not Investment Related,"Wheeler Road, , Augusta, GA, 30909, United States",None,Treasurer,11/1/2025,1 hours per month,0 hours per month during trading hours,No Compensation Compensation,Pay bills and prepare annual financial report
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-08 |
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