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2400 Lakeview Pkwy Suite 675, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-02-02 |
Branch Locations
2400 Lakeview Pkwy Suite 675, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T3 Trading Group, Llc | New York | NY | 02/2022 | 11/2023 |
| Self Employed | Deluth | GA | 03/2020 | 11/2023 |
| Unemployed | Duluth | GA | 08/2019 | 03/2020 |
| Yoga Bliss | Baton Rouge | LA | 11/2014 | 08/2019 |
| Power Wealth Management | Roswell | GA | 12/2023 | 09/2024 |
| Power Wealth Management | Alpharetta | GA | 09/2024 | Present |
Ms. Tate has been licensed as an insurance agent since 2025. She is associated with Power Protections Strategies, LLC, a licensed insurance agency located at 2400 Lakeview Parkway, Suite 675, Alpharetta, GA. Ms. Tate earns commissions and other compensation when recommending insurance products. She spends as much as 10% of her time on these non-advisory activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-09 |
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