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2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-09-18 |
Branch Locations
3651 Mars Hill Road Suite 3100-B, Watkinsville, GA 30677 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Watkinsville | GA | 07/2014 | 09/2020 |
| Oconee State Bank | Watkinsville | GA | 07/2014 | 09/2020 |
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 09/2020 | Present |
| Strategic Blueprint, Llc | Atlanta | GA | 09/2020 | Present |
1. Benko Capital Management, Inc. - DBA Benko Financial Services - Investment Related - 3651 Mars Hill Ste 3100-B, Watkinsville, GA 30677 - Personal S-corp is for tax purposes only, DBA is for marketing financial services - Owner - 09/2020 - 160 hours/month, approximately 120 during trading hours - daily duties include offering and providing financial services offered to clients through registration with broker-dealer and investment adviser, also manage s-corp for personal tax purposes. 2. Fixed Insurance - Investment Related - Investment Related - 3651 Mars Hill Ste 3100-B, Watkinsville, GA 30677 - fixed insurance and annuity sales - agent - 09/2020 - time varies, generally 2 hours/month, 1 during trading hours - Providing fixed insurance on an as-needed basis for clients. Offering fixed insurance products through various carriers. 3. Notary Public - Not Investment Related - Investment Related - 3651 Mars Hill Ste 3100-B, Watkinsville, GA 30677 - Notary Public - Started 03/26/2017 - 1 Hour Per Month During Securities Trading. 4. BFS Holdings - Not Investment Related - 3651 Mars Hill Ste 3100-B, Watkinsville, GA 30677 - Single owner LLC to purchase/lease commercial property - 7/10/2020 - 5 Hours Per Month, 1 Hour During Securities Trading - Landlord duties: property maintenance, improvements and collection of rent. 5. St. Mary's Health Care System - Highland Hills Board of Directors - Not investment related - 1660 Jennings Mill Road, Watkinsville GA 30677 - Board of Directors for St. Mary's Health Care System - Highland Hills. This is a community with Independent Living, Assisted Living and Memory Care in one location. 1 hour per quarter. Start Date: 12/15/2022 - Attend meetings to provide feedback and ideas, when needed, on current and ongoing efforts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-13 |
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