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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-10-19 |
| TX | RA | APPROVED_RES | 2022-10-05 |
Branch Locations
1243 Canton St, Roswell, GA 30075 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 01/2008 | 10/2022 |
| Bank Of America, Na | Atlanta | GA | 05/2010 | 10/2022 |
| Kestra Investment Services | Roswell | GA | 10/2022 | Present |
| Kestra Private Wealth Services, Llc | Roswell | GA | 10/2022 | Present |
Business Name: CANTON WEALTH PARTNERS POSITION: Managing Partner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/05/2022 ADDRESS: 1423 Canton St, Roswell GA 30075 DESCRIPTION: Manage client investments Business Name: SAFETY HORSE LLC POSITION: owner NATURE: pass through INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/24/2022 ADDRESS: 1243 Canton St, Roswell GA 30075 DESCRIPTION: entity to run expenses through Business Name: RHYTHM AND RYE POSITION: owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 1050 E Trinity Ln, Nashville TN 37216 DESCRIPTION: work with property management company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-26 |
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