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3372 Peachtree Road Suite 115, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-11-17 |
Branch Locations
3372 Peachtree Road Suite 115, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. Llc (Fka As Mercer Allied Company, L.P.) | Atlanta | GA | 04/2010 | 01/2021 |
| Goldman Sachs & Co. Llc | Atlanta | GA | 01/2021 | 08/2021 |
| Goldman Sachs Ayco Personal Financial Management | Atlanta | GA | 09/2011 | 09/2021 |
| Avere Wealth Management, Llc | Smyrna | GA | 09/2021 | Present |
| Avere Tax Planning, Llc | Atlanta | GA | 09/2021 | Present |
1) Insurance. Not Investment-related; same address; Title: Agent. 09/2021 to Present; Less than 10% of business time. 2) Avere Tax Planning, LLC; Not Investment-related; same address; Title: Managing Member. 09/2021 to Present; 20% of business time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-02 |
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