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One Glenlake Parkway Suite 650, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-08-27 |
| FL | RA | APPROVED | 2024-07-19 |
| CO | RA | APPROVED | 2024-05-30 |
| SC | RA | APPROVED | 2024-04-25 |
| NY | RA | APPROVED | 2024-04-19 |
| TX | RA | APPROVED_RES | 2024-04-19 |
Branch Locations
One Glenlake Parkway Suite 650, Atlanta, GA 30328 • United States
1330 Avenue Of The Americas 23Rd Floor, New York, NY 10019 • 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 |
|---|---|---|---|---|
| Devere Usa Inc. | New York | NY | 11/2012 | 09/2017 |
| Touchstone Advisory, Llc | New York | NY | 10/2017 | 08/2020 |
| Primary Capital, Llc | New York | NY | 01/2018 | 06/2020 |
| Brite Advisors Usa, Inc. | New York | NY | 08/2020 | 06/2024 |
| Beacon Global Advisor Network, Llc | Atlanta | GA | 04/2024 | Present |
| Rosefinch Investment Advisors | New York | NY | 04/2024 | Present |
| The Leaders Group Inc | Summit | NJ | 04/2025 | Present |
1.) ROSEFINCH INVESTMENT ADVISORS - 4/19/24 - 1330 Avenue of the Americas, 23rd Floor, New York, NY 10019 - Senior Partner, Serve on the company boards/have input on all key business decision/provide investment advisory services to clients, Invt Rel, RIA business, 180 hrs/mo; 160 hrs/mo (during trading hours). 2.) BEACON GLOBAL ADVISOR NETWORK - 4/18/24 - One Glenlake Pkwy, Suite 650, Atlanta, GA 30328, IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-29 |
| S66 | Uniform Combined State Law Examination | 2008-12-08 |
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