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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-29 |
| TX | RA | APPROVED | 2025-05-16 |
Branch Locations
230 Main St Sw, Gainesville, GA 30501 • United States
410 Peachtree Pkwy Bldg 400, Suite 4245, Cumming, GA 30041 • United States
1551 Jennings Mill Rd Suite 2600-D, Watkinsville, GA 30677 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Precision Capital Management | Coppell | TX | 04/2015 | 04/2018 |
| Advisory Services Network, Llc | Atlanta | GA | 08/2017 | 05/2025 |
| Steward Partners Global Advisory, Llc | Cumming | GA | 05/2025 | Present |
| Steward Partners Investment Advisory, Llc | Cumming | GA | 05/2025 | Present |
1) BROAD & MAIN LLC: GAINESVILLE, GA; MEMBER SINCE JUNE 2021. LLC FORMED FOR THE PURPOSE OF PURCHASING & OWNING AN OFFICE BUILDING FOR THE BRANCH. NOT INVESTMENT RELATED; 0-5 HRS DEVOTED TO ACTIVITY; 0 HRS/MO DURING BUSINESS HOURS. 2) JA MOORE PROPERTIES, LLC; NOT INVESTMENT RELATED; FLOWERY BRANCH, GA; NATURE OF BUSINESS: LAND OWNERSHIP; TITLE/POSITION: LANDOWNER; START DATE: 08/2024; 10 HRS/MO DEVOTED TO ACTIVITY; 0 HRS/MO DEVOTED DURING BUSINESS HOURS; DUTIES: LANDOWNER. 3) IFG INVESTING, LLC; NOT INVESTMENT RELATED; FLOWERY BRANCH, GA; NATURE OF BUSINESS: LLC FOR INSURANCE COMMISSIONS; 10 HRS/MO DEVOTED TO THIS ACTIVITY; 0 HRS/MO DEVOTED DURING BUSINESS HOURS; 01/01/2022; DUTIES: OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-15 |
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