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3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-17 |
| GA | RA | APPROVED | 2022-12-12 |
Branch Locations
3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropower | Tucker | GA | 10/2015 | 03/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2022 | 09/2022 |
| Northwestern Mutual Investment Services Llc | Duluth | GA | 02/2022 | 09/2022 |
| Advocacy Wealth Management, Llc | Atlanta | GA | 10/2022 | Present |
Forge Consulting LLC, 11 Depot Street, Hartwell GA 30643, Non-investment related, Insurance agency, Parent company of Advocacy Wealth Management, no direct compensation, Title: Agent, started 10/2022, devote 5-10hrs/month during securities trading hours, Duties: Servicing and Placing insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-28 |
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