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6340 Sugarloaf Parkway Suite 200, Duluth, GA 30097 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-30 |
| GA | RA | APPROVED | 2012-08-20 |
Branch Locations
6340 Sugarloaf Parkway Suite 200, Duluth, GA 30097 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golden Years Advisory, Llc | Norcross | GA | 09/2009 | Present |
| Legacy Planning Group, Inc. | Suwanee | GA | 02/2012 | Present |
1. EMPLOYEE OF LEGACY PLANNING GROUP, INC. INVESTMENT RELATED, SUWANEE, GA, IRIA, WEALTH ADVISOR, 2/2012, 100 HRS, 100 HRS, MEET WITH PROSPECTS AND CLIENTS. 2. INSTRUCTOR OF ACCOUNTING/FINANCE, NOT INVESTMENT RELATED, VARIOUS, PART-TIME, 2X QTR.
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