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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-14 |
| SC | RA | APPROVED | 2026-06-15 |
| LA | RA | APPROVED | 2026-04-02 |
| MI | RA | APPROVED | 2025-07-18 |
| FL | RA | APPROVED | 2025-07-17 |
| GA | RA | APPROVED | 2023-09-21 |
Branch Locations
5600 Glenridge Dr. Suite 600 East, Atlanta, GA 30342 • 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 |
|---|---|---|---|---|
| Peachtree Planning Inc. | Atlanta | GA | 06/2022 | 06/2023 |
| Jay Kunjan Investments | Camilla | GA | 06/2019 | 06/2022 |
| Bob's Grocery | Camilla | GA | 06/2008 | 02/2020 |
| Guardian Life Insurance Company | Atlanta | GA | 06/2023 | Present |
| Park Avenue Securities | Atlanta | GA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-13 |
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