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5400 Laurel Springs Parkway Suite 101, Suwanee, GA 30024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-03 |
Branch Locations
5400 Laurel Springs Parkway Suite 101, Suwanee, GA 30024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Planning Advisors, Llc | Suwanee | GA | 01/2014 | Present |
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 01/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-13 |
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