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Lake Spivey, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-02-21 |
| GA | RA | APPROVED | 2017-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Atlanta | GA | 06/2009 | 10/2016 |
| Park Avenue Securities Llc | Atlanta | GA | 08/2009 | 10/2016 |
| Obn Wealth Advisors, Llc | Lake Spivey | GA | 11/2016 | Present |
(1) 2009-Present: Independent insurance agent/Insurance related/Lake Spivey, GA/Indendent Agent/Provide insurance products and services via unaffiliated issuers and carriers/Involves 20% time each month, including during traditional business hours.//(2) 2015-Present: One Bucket Nation LLC/Not investment related/Stockbridge, GA/Book distribution, author & professional speaker/Involves up to 10% time each month, including during traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-04 |
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