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5600 Glenridge Drive Ne Suite 230 - East, Atlanta, GA 30342 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-07-01 |
Branch Locations
5600 Glenridge Drive Ne Suite 230 - East, Atlanta, GA 30342 • United States
450 Old Vine Street Suite 310, Lexington, KY 40507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Lexington | KY | 04/2015 | 06/2025 |
| Pnc Investments | Lexington | KY | 04/2015 | 06/2025 |
| Kingswood Capital Partners Llc | Lexington | KY | 06/2025 | Present |
| Atlanta Consulting Group Advisors, Llc | Lexington | KY | 06/2025 | Present |
1) Atlanta Consulting Group, yes, 5600 Glenridge Dr NE, Atlanta, GA 30342, RIA, Consultant, 6/2/2025, 160hrs, 140hrs, consultant w/RIA. 2)Brewer Private Wealth, yes, 340 S Broadway Ste 100, Lexington, KY 40508, DBA, Consultant, 6/2/25, 160hrs, 140hrs, consultant, DBA for securities business. 3) Great Stave Company, no, 218 Elm St, Versailles, KY 40383, real estate holdings, partner, 5/10/16, 1hr, 2hrs, holding company for a few lots and raw land
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-03-18 |
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