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2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-31 |
Branch Locations
3050 Peachtree Rd Nw Suite 400, Atlanta, GA 30305 • United States
2801 Via Fortuna Suite 250, Austin, TX 78746 • 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 |
|---|---|---|---|---|
| Peachtree Financial Group | Atlanta | GA | 06/2010 | 08/2022 |
| Capital Asset Advisory Services, Llc | Haslett | MI | 08/2013 | 03/2017 |
| Fiduciary Alliance, Llc | Atlanta | GA | 08/2016 | 10/2019 |
| Resurgent Financial Advisors | Atlanta | GA | 09/2019 | 08/2026 |
| Waterloo Capital | Atlanta | GA | 08/2026 | Present |
PEACHTREE COLLEGE PLANNING, NOT INVESTMENT-RELATED, Atlanta, GA, COLLEGE PLANNING, PARTNER, START DATE: 03/01/2011, APPROX. NUMBER OF HOURS/MONTH: 10-25, THE NUMBER OF HOURS/MONTH DEVOTED TO THE OUTSIDE BUSINESS ACTIVITY DURING SECURITIES TRADING HOURS: 10-25, DUTIES: HOLD INFORMATIONAL CLASSES TO PROVIDE GUIDANCE ON HOW TO BETTER POSITION STUDENTS FOR ENTRANCE TO COLLEGES AND TO PROVIDE RECOMMENDATIONS ON REDUCING EXPECTED FAMILY CONTRIBUTIONS. INSURANCE LICENSED LIFE AND HEALTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-19 |
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