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1100 Peachtree St. Ne Ste. 200, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-09-15 |
Branch Locations
1100 Peachtree St. Ne Ste. 200, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2013 | 06/2021 |
| Legends Hospitality/Asurint | Charlotte | NC | 05/2015 | 04/2017 |
| Capitalwize Llc | Atlanta | GA | 07/2021 | Present |
Guided to Wealth Planning Group, CEO, July 2021, approximately 20 hours per week, approximately 15 hours per week, 1:1 financial coaching and financial wellness education
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-31 |
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