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Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assuresource | Atlanta | GA | 09/2022 | 05/2023 |
| Evergreen Health Group | Atlanta | GA | 01/2022 | 09/2022 |
| Exp Realty | Atlanta | GA | 09/2021 | 09/2022 |
| Your Home Sold Guaranteed | Atlanta | GA | 09/2020 | 09/2021 |
| Core Senior Benefits | Atlanta | GA | 11/2019 | 11/2020 |
| Paramount Benefits Group | Valdosta | GA | 11/2018 | 11/2019 |
| Valdosta State University | Valdosta | GA | 08/2015 | 12/2018 |
| Valic Financial Advisors, Inc. | Atlanta | GA | 06/2023 | 04/2024 |
| Agia | Houston | TX | 06/2023 | 04/2024 |
| Atlas Real Estate | Dunwoody | GA | 01/2023 | 03/2025 |
| Alera Investment Advisors, Llc | Atlanta | GA | 08/2024 | Present |
| Arista Advisory Group, Llc | Atlanta | GA | 04/2024 | 07/2025 |
| Keller Williams Realty First Atlanta | Atlanta | GA | 03/2025 | 05/2026 |
ALERA GROUP, INC. POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS/MONTH: 0 SECURITIES TRADING HOURS/MONTH: 0 START DATE: 11/2018 ADDRESS: 2500 Dallas Hwy Ste 202 Marietta, Ga 30064 DESCRIPTION: Sale of insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-24 |
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