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2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-07-20 |
Branch Locations
2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Alpharetta, GA • United States
Five Concourse Parkway Suite 3000, Atlanta, GA 30328 • United States
Five Concourse Parkway Suite 3000, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2006-12-12 |
Branch Locations
Five Concourse Parkway Suite 3000, Atlanta, GA 30328 • 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 |
|---|---|---|---|---|
| Carlyle Wealth Planning, Inc. | Atlanta | GA | 06/1988 | Present |
| The Strategic Financial Alliance | Atlanta | GA | 07/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-02-05 |
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