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5755 North Point Pkwy Suite 92, Alpharetta, GA 30022-1145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-12 |
| FL | RA | APPROVED | 2026-01-12 |
| NC | RA | APPROVED | 2019-06-14 |
| TX | RA | APPROVED_RES | 2017-08-01 |
| GA | RA | APPROVED | 2006-08-21 |
Branch Locations
5755 North Point Pkwy Suite 92, Alpharetta, GA 30022-1145 • United States
Alpharetta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elm3 Financial Group, Llc | Alpharetta | GA | 02/2006 | Present |
Elm3 CPA, Tax and Accounting. The business is not investment-related. It provides tax, payroll, and bookkeeping services. Stacey is the the owner of this business as well as a tax preparer. The business is located at 5755 North Point Parkway Alpharetta, GA 30022. This business was separated from Elm3 Financial Group on 12/31/2022. Stacey devotes around 3,200 hours per month to this business, around 100 of which are during securities trading hours. Stacey is the owner of Sweet Clover Creek Farm LLC located at 6925 Dickerson Rd, Cumming, GA 30040. Sweet Clover Creek Farm is a small livestock and vegetable farm. She began the farm on 1/1/2023 and spends around 5 hours per month working at the farm, 0 of which are trading hours. Stacey's duties including planning and organizing the planting and harvesting of crops, monitoring livestock health and ensuring proper nutrition and care, and supervising farm workers. Stacey is the owner of Big Pine Landscaping LLC, located at 6925 Dickerson Rd, Cumming GA 30040. The business opened on 4/1/2024. She spends approximately 1 hour per month devoted to the business, 0 of which are during trading hours. Her duties include monthly meetings with the manager, crew and bookkeeper to review operations and financials. She also reviews client relationships to ensure they are happy and their needs are met. Finally, she reviews business development and marketing programs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-29 |
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