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3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-08-31 |
Branch Locations
3350 Riverwood Parkway Suite Gl-28, Atlanta, GA 30339-6401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advocacy Wealth Management, Llc | Atlanta | GA | 05/2019 | Present |
| Forge Consulting | Atlanta | GA | 09/2015 | 08/2017 |
| Forge Consulting | Atlanta | GA | 08/2017 | 12/2018 |
| Forge Consulting | Atlanta | GA | 01/2019 | Present |
1. Santa Fe Trading LTD - I am a silent Partner. The core business of this entity is food product trading. I joined in 2010 and contribute about 1 hour a week. The scope of my engagement is strictly advisement. 2. Forge Consulting LLC, 11 Depot Street, Hartwell GA 30643, Non-investment related, Insurance agency, Parent company of Advocacy Wealth Management, no direct compensation, Title: Agent, started 062014, devote 5-10hrs/month during securities trading hours, Duties: Servicing and Placing insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-31 |
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