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3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Panoptic Financial Group, Llc | Bowling Green | KY | 08/2014 | 02/2020 |
| Panoptic Insurance Group, Llc | Somerset | KY | 07/2014 | Present |
| Meridian Wealth Management, Llc | Lexington | KY | 02/2020 | 01/2023 |
| Zipliens, Llc | Louisville | KY | 09/2018 | Present |
| Advocacy Wealth Management, Llc | Atlanta | GA | 09/2024 | Present |
1. ZIPLIENS COMPANIES, LLC; LOUISVILLE/KY; PRESIDENT; START DATE: 09/2018; MEDICAL LIEN RESOLUTION; NON-INVESTMENT RELATED; DEVOTE ABOUT 100 HOURS/MONTH AND ALL ARE DURING SECURITIES TRADING HOURS 2. PANOPTIC INSURANCE GROUP, LLC - DBA PANOPTIC SETTLEMENT SOLUTIONS, LLC; SOMERSET/KY; MANAGING PARTNER; START DATE: 11/2016; STRUCTURED SETTLEMENTS; NON-INVESTMENT RELATED; DEVOTE ABOUT 1 HOURS/MONTH AND ALL ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: SETTLEMENT PLANNING 3. ZIP SOLUTIONS, LLC - DBA FILEFILTER; SOMERSET/KY; MANAGING MEMBER; START DATE: 05/2021; TECHNOLOGY COMPANY TO ASSIST LAW FIRMS; NON-INVESTMENT RELATED; DEVOTE ABOUT 5 HOURS/MONTH AND ALL ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: OVERALL STRATEGIC BUSINESS PLANNING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-20 |
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