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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-05-20 |
Branch Locations
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
1200 John B White Sr Boulevard, Spartanburg, SC 29306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Spartansburg | SC | 12/2016 | 03/2017 |
| Wells Fargo Bank Na | Spartanburg | SC | 12/2016 | 03/2017 |
| Kyle Atkins Financial Group | Spartanburg | SC | 08/2015 | 12/2016 |
| Edward Jones | St Louis | MO | 04/2017 | 08/2018 |
| First Citizens Investor Services | Raleigh | NC | 08/2018 | 04/2021 |
| Lpl Financial Llc | Spartanburg | SC | 04/2021 | 02/2024 |
| Palmetto Private Wealth, Llc | Spartanburg | SC | 02/2024 | 05/2026 |
| Advisory Services Network, Llc | Atlanta | GA | 05/2026 | Present |
PPW Insurance LLC: Licensed Insurance agent & partner since 03/2025; time spent: approximately 2 hours per month, none during trading hours. Investment Related Activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-20 |
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