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10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-05-07 |
| GA | RA | APPROVED | 2017-02-08 |
Branch Locations
10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stadion Money Management | Watkinsville | GA | 06/2013 | 11/2016 |
| Alps Distributors, Inc. | Denver | CO | 06/2013 | 11/2016 |
| Capital Investment Advisors, Llc | Atlanta | GA | 11/2016 | Present |
| Felicitas Properties, Llc | Roswell | GA | 05/2021 | Present |
| Capital Investment Advisors, Llc | Atlanta | GA | 01/2026 | Present |
Felicitas Properties LLC; 130 Chickering Lake Dr., Roswell, GA 30075; Role: Owner/Manager; Purpose: Investment real estate; Beginning of relationship: 5/27/2021 (formation of company); Hours per month: 5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-13 |
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