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One Glenlake Parkway Suite 650, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
| FL | RA | APPROVED | 2026-01-05 |
| CT | RA | APPROVED | 2024-06-10 |
| NC | RA | APPROVED | 2024-04-26 |
| NY | RA | APPROVED | 2024-04-18 |
| TX | RA | APPROVED | 2024-04-18 |
| WA | RA | APPROVED | 2024-04-18 |
Branch Locations
One Glenlake Parkway Suite 650, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brite Usa | New York | NY | 01/2013 | 01/2024 |
| Bgan Network | Atlanta | GA | 06/2024 | 06/2025 |
| The Leaders Group Inc | Summit | NJ | 06/2025 | Present |
| Lawson Wealth | New York | NY | 04/2024 | Present |
| Rosefinch Investment Advisors | New York | NY | 06/2024 | Present |
1.) LAWSON WEALTH - 1330 Avenue of the Americas, 23rd Floor, New York, NY 10019 - Appointed representative service, Able to continue financial planning for EU Residents, Invt Rel, EU Investment Adviser, 4 hrs/mo; 0 hrs/mo (during trading hrs). 2.) ROSEFINCH INVESTMENT ADVISORS - 6/1/2024 - 1330 Avenue of the Americas, 23rd Floor, New York, NY 10019 - Senior Equity Partner, IARF-building portfolios and managing clients pensions in both the USA & UK, Invt Rel, RA business, 120 hrs/mo; 2 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-15 |
| S65 | Uniform Investment Adviser Law Examination | 2013-01-07 |
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