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1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-05-26 |
Branch Locations
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477 • United States
900 Old Dawson Village Road, Ste 110, Dawsonville, GA 30543 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tim Couch Pc Cpa | Dawsonville | GA | 01/2022 | 12/2023 |
| Mixon, Mixon, Brown & Tench Cpas | Clarksville | GA | 03/2016 | 12/2021 |
| Dempsey Lord Smith, Llc | Rome | GA | 01/2022 | 11/2025 |
| Gerrells Cpa Llc | Dawsonville | GA | 01/2024 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2025 | 01/2026 |
| Dempsey Lord Smith, Llc | Rome | GA | 02/2023 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2025 | 01/2026 |
| Peak Brokerage Services, Llc | Jupiter | FL | 01/2026 | Present |
1. FINANCIAL INDEPENDENCE GROUP, 900 Old Dawson Village Rd E Ste 110, Dawsonville GA 30534-3814, United States, 12/09/2024, Agent, Insurance/Benefits/Human Resources, INV REL, 10 HR/MO - 10 HR/MO TRADING 2. AFFIRM FINANCIAL PARTNERS LLC, 900 Old Dawson Village Rd E Ste 110, Dawsonville GA 30534-3814, United States, 08/13/2025, Owner, Owner/Partner of a Business Entity, INV REL, 20 HR/MO - 20 HR/MO TRADING 3. GERRELLS CPA, LLC, 900 Old Dawson Village Rd E Ste 110, Dawsonville GA 30534-3814, United States, 11/20/2023, Owner, Tax Services, NIR, 160 HR/MO - 160 HR/MO TRADING 4. CIRA, 1776 Pleasant Plain Road Fairfield IA 52556, START DATE 11/2025, Investment Advisor Representative, CIRA Affiliation, INV REL, HR/MO 160, HR/MO TRADING 120 5. Insurance Agent, for Health, Fixed Annuity and Fixed Life
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-21 |
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