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Martinez, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 02/2015 | 11/2019 |
| Woodbury Financial Services Inc | Appling | GA | 01/2020 | 08/2020 |
| Herrington Financial Services, Inc. | Augusta | GA | 09/2020 | 12/2023 |
| Steadman Wealth Strategies, Llc | Appling | GA | 01/2015 | Present |
| Lifestyle Financial Services, Llc | Martinez | GA | 05/2024 | Present |
1. STEADMAN WEALTH STRATEGIES, LLC POSITION: owner NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: Appling GA DESCRIPTION: Rent a cabin on Airbnb and have a rental house in El Paso Texas 2. HAVEN POINT WEALTH POSITION: Owner NATURE: Marketing Name INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 01/01/2020 ADDRESS: Appling GA DESCRIPTION: Marketing Name 3.INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance sales INVESTMENT RELATED: yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2015 ADDRESS: Appling, GA 4. PROFESSIONAL SPEAKER POSITION: Professional Speaker NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2004 ADDRESS: Appling GA DESCRIPTION: I travel and speak at conventions and on cruises about board-games, game design, and game strategy. LAW ENFORCEMENT OFFICER POSITION: Deputy Sheriff for Columbia County, Georgia
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-17 |
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