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3575 Lawrenceville Suwanee Road, Suwanee, GA 30024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-21 |
Branch Locations
555 North Point Center E, Suite 400, Alpharetta, GA 30022 • United States
3575 Lawrenceville Suwanee Road, Suwanee, GA 30024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Financial Private Capital | Sarasota | FL | 09/2013 | 12/2016 |
| Ae Wealth Management, Llc | Topeka | KS | 12/2016 | Present |
| Capehart Financial | Alpharetta | GA | 11/2013 | 04/2026 |
| The Lloyd Advisory Group | Suwanee Road | GA | 04/2026 | Present |
THE LLOYD GROUP, INC. - INSURANCE AGENCY - INVESTMENT-RELATED - 3575 LAWRENCEVILLE SUWANEE ROAD, SUWANEE, GA 30024 - INSURANCE AGENT - SALE OF INSURANCE PRODUCTS - START DATE: 06/2007 - 80-85 HOURS/MONTH, 75 DURING SECURITIES TRADING HOURS AE Wealth Management - RIA - Investment related - IAR - 2950 MCClure Rd Topeka KS 66614 UNITED METHODIST CHURCH FINANCIAL COMMITTEE POSITION: at large committed memeber NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2023 ADDRESS: 4815 Dawsonville Hwy, GAINESVILLE GA 30506, United States DESCRIPTION: My wife and I are members of New Hope United Methodist Church. As a finance committee member I will help with planning, long term forecasting, and planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-01 |
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