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Atlanta, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Washington | DC | 07/2016 | 03/2017 |
| Pnc Investments | Pittsburgh | PA | 07/2016 | 03/2017 |
| Pnc Bank | Washington | DC | 03/2017 | 06/2018 |
| Pnc Investments | Pittsburgh | PA | 03/2017 | 06/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 06/2018 | 02/2019 |
| Bank Of America, N.A. | Atlanta | GA | 07/2018 | 02/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2019 | 10/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2019 | 10/2021 |
| Collective Wealth Partners, Llc | Atlanta | GA | 10/2021 | 03/2026 |
| Ages Legacy Advisors, Llc | Atlanta | GA | 03/2026 | Present |
NAME OF BUSINESS: AUTHOR AND SPEAKER | INVESTMENT RELATED: N | ADDRESS: ATLANTA, GA | NATURE OF BUSINESS: N/A | POSITION IN BUSINESS: N/A | TITLE: AUTHOR AND SPEAKER | START DATE: 02.08.2019 | APPROX. # of HRS/MTH DEVOTED TO BUSINESS: 1 | # OF HRS DURING SECURITIES TRADING HOURS: 0 | BRIEF DESCRIPTION OF DUTIES: AUTHOR AND SPEAKER | Insurance Sales- Shardea Ages Financial Representative with Ash Brokerage and FIG Not Investment Related Start Date 1/2019 5 hours per month 5 hours per month during trading hours CFP Board Disciplinary and Ethics Commission 1425 K Street NW #800 Washington, DC 20005 The Disciplinary and Ethics Commission is charged with reviewing and taking appropriate action with respect to alleged violations of the Code of Ethics and Standards of Conduct and conduct reviewed pursuant to the Fitness Standards for Candidates and Professionals Eligible for Reinstatement. Commissioner position Started June 2025 Approximately 10 hours a month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-16 |
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