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2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-10-29 |
Branch Locations
2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
3930 East Jones Bridge Road 150, Peachtree Corners, GA 30092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blessed Trinity Catholic High School | Roswell | GA | 08/2014 | 05/2018 |
| University Of Connecticut | Storrs | CT | 05/2018 | 05/2022 |
| Clemson Marina | Clemson | SC | 05/2020 | 07/2020 |
| Ted's Restaurant And Bar | Storrs | CT | 07/2020 | 05/2021 |
| Discount Waste | Peachtree Corners | GA | 05/2021 | 07/2021 |
| Ted's Restaurant And Bar | Storrs | CT | 07/2021 | 06/2022 |
| Capital Insight Group | Peachtree Corners | GA | 08/2022 | Present |
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 08/2022 | 08/2024 |
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 10/2024 | Present |
1. Name: A5 Volleyball Position: Independent Contractor Nature: Coach volleyball camps, clinics, etc. to kids of all ages. Coach at former childhood volleyball club. Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 01/10/2026 Address: 11000 Alpharetta Hwy, Alpharetta, GA 30076 Description: Attend camps, clinics, etc. to give an extra hand and offer kids instruction on how to be better at volleyball; correct form and chip in balls.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-25 |
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