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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-20 |
| GA | RA | APPROVED | 2023-05-15 |
Branch Locations
6 Concourse Pkwy Suite 2700, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of West Georgia | Carrollton | GA | 08/2016 | 12/2019 |
| Gwinnett County Public Schools | Suwannee | GA | 01/2020 | 05/2022 |
| Modern Woodmen Of America | Winder | GA | 05/2022 | 04/2023 |
| Mwa Financial Services Inc | Winder | GA | 08/2022 | 04/2023 |
| Massmutual Life Insurance Co | Atlanta | GA | 04/2023 | Present |
| Mml Investors Services, Llc | Atlanta | GA | 05/2023 | Present |
(1) NAME: PIEDMONT BROKERAGE INV REL: Y ADD: 6 CONCOURSE PKWY, SUITE 2700, ATLANTA, GA 30328 NATURE: OUTSIDE INSURANCE POSITION: AGENT START DATE: 11/01/2023 NO. HR/MO: 20 NO. HR/MO DURING SEC TRADING: 20 DESCRIBE DUTIES: LIFE & DISABILITY. (2) NAME: PIEDMONT STRATIGIC ADVISORS LLC INV REL: Y ADD: 6 CONCOURSE PKWY, SUITE 2700, ATLANTA, GA 30328 NATURE: DBA POSITION: PARTNER-FINANCIAL PLANNER START DATE: 01/01/2024 NO. HR/MO: 160 NO. HR/MO DURING SEC TRADING: 160 DESCRIBE DUTIES: FINANCIAL PLANNING AND WEALTH MANAGEMENT SERVICES. (3) NAME: PSA WEALTH, LLC, INV REL: Y, ADD: 6 CONCOURSE PKWY, SUITE 2700, ATLANTA, GA 30328 NATURE/DUTIES: OWNER OF LLC FOR PASS THROUGH COMPENSATION, POSITION: OWNER, START DATE: 02/01/2025, NO. HR/MO: 1, NO. HR/MO DURING SEC TRADING: 1 (4) NAME: PSA CONSULTING LLC, INV REL: Y, ADD: AT RESIDENTIAL ADDRESS, NATURE: CONSULTING, POSITION: OWNER, START DATE: 05/31/2026, NO. HR/MO: 10, NO. HR/MO DURING SEC TRADING: 10, DUTIES: TRAINING AND DEVELOPING COACHING METHODS TO HELP OTHER ADVSORS GROW THEIR BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-07 |
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