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Cumming, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Education | Atlanta | GA | 08/2016 | 12/2016 |
| Delta Air Lines, Inc. | Atlanta | GA | 01/2017 | 06/2017 |
| Pricewaterhousecoopers Llp | Atlanta | GA | 06/2017 | 08/2018 |
| Pricewaterhousecoopers Llp | Atlanta | GA | 08/2018 | 08/2021 |
| Brightworth, Llc | Atlanta | GA | 08/2021 | 05/2023 |
| Regent Peak Wealth Advisors, Llc | Atanta | GA | 06/2023 | 10/2023 |
| Regent Peak Wealth Advisors, Llc | Atlanta | GA | 10/2023 | 08/2025 |
| Chattahoochee Wealth, Llc | Cumming | GA | 08/2025 | Present |
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