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4401 Northside Pkwy, Nw Suite 285, Atlanta, GA 30327 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-23 |
| GA | RA | APPROVED | 2021-07-12 |
Branch Locations
4401 Northside Pkwy, Nw Suite 285, Atlanta, GA 30327 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2014 | 09/2017 |
| Department Of Defense (Army) | Atlanta | GA | 01/2007 | 12/2019 |
| Lpl Financial Llc | Atlanta | GA | 09/2017 | 08/2021 |
| Phase Line Capital, Llc | Atlanta | GA | 09/2017 | Present |
| Phase Line Capital, Llc | Atlanta | GA | 07/2021 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2021 | Present |
1) Phase Line Capital LLC. Investment related. At registered location. RIA firm. Managing Partner/CCO, Financial Advisor. Start 9/2017. 200 Hrs/mo, 160 Trading Hrs. Managing Partner/Financial Advisor/SSA. 2) Fixed Insurance. Investment related. At registered location. Fixed/Traditional Insurance. Agent. Start 7/2021. 4 Hrs/mo, 4 Trading Hrs. Sales of Fixed/Traditional Insurance. 3) PKSF. Investment related. 80 State Street, Albany NY 12207. Fixed/Traditional Insurance. Agent. Start 7/2021. 4 Hrs/mo, 4 Trading Hrs. Sales of fixed/traditional insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-28 |
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