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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 | 2016-10-19 |
| GA | RA | APPROVED | 2014-01-07 |
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 |
|---|---|---|---|---|
| Capital Investment Advisors, Llc | Atlanta | GA | 09/2013 | Present |
| Wela Strategies, Llc | Atlanta | GA | 09/2013 | 02/2017 |
| Wela Strategies, Inc. | Atlanta | GA | 02/2017 | 12/2025 |
Name of Other Business: Retire Southern Company, LLC; Not investment related; Nature of Other Business: Podcast / Website / Social Media named Retire Southern, lifestyle brand focusing on celebrating the authenticity of the Southern lifestyle (Travel / Entertainment / Culture), primary focus is food, fishing, music, and fun; Will spend 10-15 hours a week on this outside of trading hours; Duties: Producer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-27 |
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