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5400 Laurel Springs Parkway Suite 303, Suwanee, GA 30024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-06-10 |
Branch Locations
5400 Laurel Springs Parkway Suite 303, Suwanee, GA 30024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investmet Serives, Inc | Atlanta | GA | 06/2016 | 05/2024 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 05/2024 |
| Wells Fargo Clearing Services | Atlanta | GA | 07/2024 | 05/2025 |
| Weaver Capital Management, Llc | Suwanee | GA | 05/2025 | Present |
1) CO-TRUSTEE FOR MOTHER'S TRUST, INV RELATED, ALPHARETTA, GA, START: 9/7/2021, 1 HOUR A MONTH, 0 HOURS DURING TRADING; 2) Brad is licensed to sell insurance in Georgia and is entitled to receive commissions or other remuneration on the sale of insurance products. To protect client interests, our policy is to disclose all forms of compensation before any such transaction is executed. Under no circumstance will you pay both a commission to Brad and a management fee to us on the same pool of assets.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-28 |
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