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218 Roswell St Ne Suite 200, Marietta, GA 30060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-11-04 |
Branch Locations
218 Roswell St Ne Suite 200, Marietta, GA 30060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Business Consulting For Family Business | Marietta | GA | 05/2016 | 12/2018 |
| Self-Employed | Kennesaw | GA | 01/2019 | 11/2021 |
| Bluepath Capital, Llc | Atlanta | GA | 11/2021 | Present |
| Nicholas Wealth Management | Marietta | GA | 11/2021 | Present |
Client Service Representative; Licensed insurance agent; Investment related: No; 2859 Paces Ferry Rd Atlanta GA 30339 USA; 2022-01-15; Hours per month devoted to business during trading hours: 40; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-08 |
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