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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 | Atlanta | GA | 04/2014 | 09/2017 |
| Lpl Financial Llc | Atlanta | GA | 08/2017 | 07/2021 |
| Phase Line Capital, Llc | Atlanta | GA | 07/2017 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2021 | Present |
1) Georgia Army National Guard; Non-Investment Related; Atlanta Georgia 30331; Military; Major, Intelligence Officer; Start 10/2002; 16 Hrs/Mth; 0 During Securities Trading Hrs; Intelligence Officer 2) Financial Independence Group; Investment Related; Atlanta GA; Non-Variable Insurance; Independent Insurance Agent; Started 07/2019 - 20 Hrs/ Mth; 15 During Securities Trading Hrs; Securities Trading 3) Phase Line Capital; Investment Related; At registered location; RIA; Title - Partner & Advisor; Start Date: 07/2021; 200 Hrs/Mth; 160 Hours During Securities Trading Hrs; Partner & Advisor 4) Fixed Insurance; Investment Related; At registered location; Fixed/Traditional Insurance; Title - Agent; Start - 7/2021; 4 Hrs/Mth; 4 During Securities Trading Hrs; Sales of Fixed/Traditional Insurance Products 5) PKSF; Investment Related; 80 State Street, Albany, NY 12207; Fixed/Traditional Insurance; Title - Agent; Start - 7/2021; 4 Hrs/Mth; 4 During Securities Trading Hrs; Sales of Fixed/Traditional Insurance Products 6) Veil Genomics. Not Investment Related. Genomic Sequencing/ Consulting. Principle/Consultant. 3/2025. 5-10. 1. I will be providing business consultation to the owners on, Business Strategy, Business Development, Operations, Market analysis?etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-08 |
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