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One Glenlake Parkway Suite 650, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-29 |
Branch Locations
One Glenlake Parkway Suite 650, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aerotek | Lexington | KY | 01/2013 | Present |
| Beacon Global Advisor | Atlanta | GA | 02/2025 | Present |
| Beacon Global Advisor Network, Llc | Atlanta | GA | 02/2025 | Present |
1)Aerotek, holds a position as Practice Lead, time spent is approximately 66%, non-investment related. 2)Kyle is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that lese services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-13 |
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