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6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-07 |
| KS | RA | APPROVED | 2025-03-06 |
Branch Locations
3651 Mars Hill Road Suite 1000A, Watkinsville, GA 30677 • United States
6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 07/2016 | 08/2024 |
| Sugarloaf Wealth Management | Watkinsville | GA | 07/2016 | 03/2025 |
| Osaic Wealth, Inc. | Watkinsville | GA | 08/2024 | 03/2025 |
| Private Client Services | Watkinsville | GA | 03/2025 | Present |
| Prime Capital Financial | Watkinsville | GA | 03/2025 | Present |
1) Prime Capital Financial. 3651 Mars Hill Road, Suite 1000A, Watkinsville, GA 30677. RIA. 80 hrs/mo;4 during trading hrs. 2) The Palmer Agency. 160 Clairemont Avenue, Suite 455, Decatur, GA 30030. Insurance Sales Company. I have an active GA Insurance License (as agent/salesperson) and use The Palmer Agency (as general agent). 1 hr/mo; 0 during trading hrs. Investment related. 3) Property Watch, LLC. 3651 Mars Hill Road, Suite 1000A, Watkinsville, GA 30677. Real Estate Company. I have an active GA Real Estate License (as agent/salesperson) held by Property Watch, LLC (the broker). 1 hr/mo; 0 durng trading hrs. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-30 |
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