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1201 West Peachtree St. Nw Suite 2300, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-06-17 |
Branch Locations
1201 West Peachtree St. Nw Suite 2300, Atlanta, GA 30309 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suburau Of Dayton | Dayton | OH | 06/2015 | 11/2016 |
| Self Emplolyed | Dayton | OH | 01/2017 | 05/2022 |
| Compass Retirement Group | St Louis | MO | 05/2022 | 07/2023 |
| Ell Wess Advisors | Atlanta | GA | 04/2024 | Present |
| Ell Wess Financial Services | Dayton | OH | 01/2017 | Present |
| Suburu Of Dayton | Miamisburg | OH | 10/2016 | 01/2017 |
| Total Homecare Solutions | Kettering | OH | 03/2014 | 10/2016 |
Independent insurance agent receiving commissions from policy sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-25 |
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