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3235 Satellite Blvd. Bldg 400, Suite 300, Duluth, GA 30096-8688 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-09-08 |
| GA | RA | APPROVED | 2009-06-11 |
Branch Locations
3235 Satellite Blvd. Bldg 400, Suite 300, Duluth, GA 30096-8688 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Preparing To Start Oakworth | Stone Mountain | GA | 01/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-03 |
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