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Ny, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-31 |
| GA | RA | APPROVED | 2025-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kalos Capital, Inc | Alpharetta | GA | 12/2014 | 02/2022 |
| Kalos Management | Alpharetta | GA | 12/2014 | 02/2022 |
| Bison Wealth, Llc | Atlanta | GA | 03/2022 | 04/2024 |
| Weild & Co. | New York | NY | 04/2022 | Present |
| Revolut Securities Inc | New York | NY | 12/2024 | Present |
| Revolut Wealth Inc. | New York | NY | 12/2024 | Present |
| Axis Capital Usa, Llc | New York | NY | 01/2025 | Present |
| Market Securities Llc | New York | NY | 01/2025 | Present |
| Nine30 Advisors Llc | Johns Creek | GA | 12/2024 | Present |
| Atomic Vaults | Johns Creek | GA | 04/2025 | Present |
| Investing Online | Johns Creek | GA | 04/2025 | Present |
| Northbound Securities | Johns Creek | GA | 04/2025 | Present |
| Consensus Securities Llc | Johns Creek | GA | 04/2025 | Present |
| Republic Partners | Johns Creek | GA | 04/2025 | Present |
1) 09/2017; Touro University; Vallejo, CA; Employee; 10 hrs/month; teach online course to students on blockchain technology; Not Investment Related 2) 08/2018; Clayton State University; Morrow, GA; Independent contractor; 10-15 hrs/month; Serve as adjunct professor; Not Investment Related 3) 12/2013; Global Compliance & Health IT Solutions, LLC; Suwanee, GA; Partner; 15 hrs/month; I serve as a consultant for consulting firms offering operational compliance services to multiple BDs and RIA entities as well as make formal introductions for business development opportunities for third parties to include but is not limited to the referral of historical assets, mining operations, smart city development, crypto (BTC) and debt financing referrals. These would be all non-securities related transactions.; Not Investment Related. 4) 1/2024; Winston Salem University; Winston-Salem, NC; Independent Contractor; 20 hours/week; Teach Course as an Adjunct professor; Not investment related. 5) 4/2024; No Right Way; Suwanee, GA; Executive Producer; 7 hours/week; Capital raise for film production. Investment related. 6) 5/2024; Weild & Co., Inc.; New York, NY; Independent Contractor; Approximately 15 hours/month; Primarily focused on the consulting, appraisal, valuation and placement of carbon offsets to both issuers of carbon credits and purchasers of carbon credits; Not investment related. 7) 6/2009; Insurance Licenses; Suwanee, GA; Independent contractor (License holder); 0 hours/week (just holding the licenses); Selling of life and health and annuities; Not investment related. 8) 6/2026; Avid Network; Chicago, IL; Officer, Director/Board; 40 hours/week; Service as CCO of the company; Not investment related 9) 6/2026; KCDC Opportunity Fund/Veterans Facility Project; Burlington, NJ; Partner; 1 hour/week; Named as a Limited Partner after 2.5 years of management consulting work on Veteran Housing Facility; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-13 |
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