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One Glenlake Parkway Suite 650, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-05-01 |
| TX | RA | APPROVED | 2023-04-27 |
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 |
|---|---|---|---|---|
| Acg Wealth Inc | Atlanta | GA | 12/2017 | 10/2021 |
| Mercer Global Advisors | Atlanta | GA | 11/2021 | 03/2023 |
| Fidelity Investments | Atlanta | GA | 10/2010 | 11/2017 |
| Unified Investment Advisors, Llc | Atlanta | GA | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-16 |
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