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Five Concourse Parkway Suite 3000, Atlanta, GA 30328-7106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2007-07-11 |
Branch Locations
Five Concourse Parkway Suite 3000, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Fund Management | Atlanta | GA | 11/1995 | Present |
Fiduciary Plan Governance, 28 Green St Newberry MA 01951, start date 6/14/2013, Managing Director-Southeast, work 3 hrs/mth, work 3 hrs/mth during trading hours, participant in think tank composed of experienced consultants that focus on retirement plan issues. The firm reviews and assesses fiduciary practices for retirement plan committees.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-13 |
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