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3800 Mansell Road Suite 150, Alpharetta, GA 30022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-12-02 |
Branch Locations
3800 Mansell Road Suite 150, Alpharetta, GA 30022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Credo Financial Services, Llc | Alpharetta | GA | 07/2004 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2015 | 12/2017 |
| Sapient Advisors, Inc. | Alpharetta | GA | 04/2019 | Present |
1.JJ SOCIAL LIGHT LLC, 3800 MANSELL RD, STE 150, ALPHARETTA, GA, 1/2016 AS CFO OF BUSINESS PROVIDING SOCIAL MEDIA DESIGN & MARKETING SERVICES. NIR - 5/WK - 2/TRADING. 2. Founder and President of Credo Finance, LLC doing business as Credo Financial Services (Credo) since 2004. Credo offers CFO and Controllers Services, Accounting and Business Services, Tax Strategy, IRS Assistance, Valuation Service and Exit Strategies for Individuals and businesses.3800 MANSELL RD, STE 150, ALPHARETTA, GA. 20 hours a week - 10 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-04-08 |
| S65 | Uniform Investment Adviser Law Examination | 2014-08-08 |
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