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6470 E Johns Crossing Suite 230, Johns Creek, GA 30097 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-09 |
Branch Locations
6470 E Johns Crossing Suite 230, Johns Creek, GA 30097 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2022 | 02/2024 |
| Thrivent Advisor Network Dba 49 Financial | Atlanta | GA | 05/2022 | 12/2022 |
| University Of Georgia | Athens | GA | 08/2018 | 05/2022 |
| Gwinnet County Public Schools | Lawrenceville | GA | 08/2005 | 08/2018 |
| 49 Wealth Management | Atlanta | GA | 01/2023 | 02/2024 |
| Bjm Financial, Inc. | Duluth | GA | 02/2024 | 12/2025 |
| Prudential / Lpl Enterprise Llc | Atlanta | GA | 12/2025 | Present |
| Loftin Wealth Partners | Johns Creek | GA | 01/2026 | Present |
1. 11/17/2025 - Spark Collective Holdings LLC - Business Entity For Tax/Investment Purposes Only - Smyrna, GA - Not INV REL - Start Date: 07/20/2025 - 10 Hrs/Mth - 10 Hrs During Trading 2. 11/17/2025 - Josh Studebaker N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - SMYRNA, GA - INV REL - Start Date: 10/27/2025 - 160 Hrs/Mth - 160 Hrs During Trading 3. 11/17/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - SMYRNA, GA - INV REL - Start Date: 10/27/2025 - 160 Hrs/Mth - 160 Hrs During Trading 4.11/17/2025 - Heart of Georgia Health Insurance - Non-Variable Insurance - Macon, GA - INV REL - Start Date: 10/01/2025 - 2 Hrs/Mth - 2 Hrs During Trading 5. 11/17/2025 - Virtus Accounting - Outside/W-2 Employment - Cumming, GA - Not INV REL - Start Date: 11/17/2025 - 20 Hrs/Mth - 20 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-09 |
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