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Atlanta, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-11-10 |
| TX | RA | APPROVED | 2025-11-10 |
Branch Locations
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abacus Wealth Partners | Santa Monica | CA | 06/2022 | 08/2022 |
| Upwork | Cordova | TN | 04/2021 | 11/2022 |
| Baptist Health Sciences University/Baptist Memorial Health Care | Memphis | TN | 08/2019 | 04/2021 |
| The University Of Tennessee Health Science Center | Memphis | TN | 01/2019 | 08/2019 |
| Bethune-Cookman University | Daytona Beach | FL | 02/2016 | 12/2018 |
| Abacus Wealth Partners | Santa Monica | CA | 11/2022 | 01/2024 |
| Abacus Wealth Partners | Santa Monica | CA | 01/2024 | 04/2025 |
| Unemployed | Cordova | TN | 05/2025 | 09/2025 |
| Smartpath Advisors | Atlanta | GA | 10/2025 | Present |
| Intuit | Mountain View | CA | 01/2026 | Present |
| Smartpath, Inc. | Atlanta | GA | 04/2026 | Present |
| Greenlight Financial Planning, Llc | Los Angeles | CA | 07/2026 | Present |
1. Inhale by Chelle Candles; Non-Investment-related; P.O. Box 4535, Memphis, TN 38088; Candle making Business; Owner; Started 2017; 5-10 hours monthly, 0-1 hour during securities trading hours; Candle and wax melt maker and seller. 2.Tennessee Notary Public; Non-investment-related; P.O. Box 4535, Memphis, TN 38088; Occasional Notary Services; Commissioned Notary Public; 08/2025; 5-10 hours monthly, 0-1 hour during securities trading hours. 3. Intuit; Non-investment-related; Intuit's corporate address: 700 Coast Ave, Mountain View, CA 94043; Tax Associate; started: 01/2026; approx. 80 hours per month; 10-20 during security trading hours (seasonal). 4. SmartPath, Inc.; Non-investment-related; 2451 Cumberland Pkwy SE, Suite 3608, Atlanta, GA 30339; Support Assistant; started 04/2026; approx. 6 hours per month; 0-6 during trading hours 5. Greenlight Financial Planning, LLC; Investment-related business; 6210 Wilshire Blvd, Ste 200, Los Angeles, CA, 90048; Paraplanner; started 07/2026; approx. 7 hours per month; 0-7 during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-14 |
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