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Marietta, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-06-18 |
Branch Locations
Marietta, GA • United States
8440 Holcomb Bridge Road Suite 520, Alpharetta, GA 30022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-05-30 |
Branch Locations
8440 Holcomb Bridge Road Suite 520, Alpharetta, GA 30022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta | GA | 09/1998 | 11/2016 |
| Suntrust Investment Services, Inc | Atlanta | GA | 05/2017 | 01/2018 |
| Unemployed | Atlanta | GA | 12/2016 | 04/2017 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 05/2017 | 01/2018 |
| Mrp Capital Investments, Llc | Marietta | GA | 04/2018 | Present |
| Unemployed | Marietta | GA | 01/2018 | 05/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2020 | Present |
| Brookhaven Capital Group, Llc | Marietta | GA | 01/2021 | Present |
1) MRP Capital Investments LLC - Investment related - 796 0ak Trail Drive, Marietta GA 30062 - RIA Financial Services - Rinancial Advisor - 4/2018 - 160 hours a month - 120 trading hours a month - I am a fee only financial advisor at RIA MRP Capital INvestments. I am a CPF(r) and a goals based financial advisor who help client with their investments 2) PKS Financial - Investment related 80 State street Albany NY 12207 - fixed/traditional insurance -agent - 06/2020 - sales of fixed/traditional insurance 3) Brookhaven Capital Group. Investment Related. At registered location. RIA. IAR. 7/1/2021. Hrs/month 80 all during trading hours. Financial Advising.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-07-27 |
| S65 | Uniform Investment Adviser Law Examination | 1999-01-29 |
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