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3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-07 |
Branch Locations
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Weeki Wachee, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Green Side Lawn Care | Weeki Wachee | FL | 02/2015 | Present |
| The Pacific Financial Group, Inc. | Weeki Wachee | FL | 05/2022 | 12/2022 |
| Bison Wealth, Llc Dba Serve And Protect Financial | Atlanta | GA | 01/2023 | Present |
(1) 2/15/2015 - Green Side Lawn Care - Manager - Not Investment Related - Location: Weeki Wachee, FL - 8 Hours Per Month - Assist with Property Maintenance and Clerical/billing duties. (2) 2/2023 First Responder Financial Advisors LLC (DBA Serve and Protect Financial); Tax purposes only; Wachee, FL 34613; owner; Non- Investment related; 0 hrs on entity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-14 |
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