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3715 Northside Parkway Nw Building 100, Suite 310, Atlanta, GA 30327 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-08-01 |
Branch Locations
3715 Northside Parkway Nw Building 100, Suite 310, Atlanta, GA 30327 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waypoint Wealth Counsel | Atlanta | GA | 03/2017 | 08/2026 |
| Unemployed | Atlanta | GA | 01/2017 | 02/2017 |
| University Of Georgia | Athens | GA | 08/2012 | 12/2016 |
| Mai Capital Management, Llc | Cleveland | OH | 08/2026 | Present |
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