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2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2009-03-25 |
Branch Locations
3930 East Jones Bridge Road 150, Peachtree Corners, GA 30092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 10/2003 | Present |
-1- WALKER CAPITAL MANAGEMENT, LLC; NOT INVESTMENT RELATED; 11940 ALPHARETTA HIGHWAY, SUITE 138, ALPHARETTA, GEORGIA 30092; PREVIOUS DBA NAME - ENTITY STILL EXISTS TO RECEIVE LOAN PAYMENTS FOR BUY OUT; PARTNER; 8/2012; 5 HOURS/MONTH, 0-1 DURING TRADING; MANAGING PARTNER. -2- LIFE TRANSITIONS ADVISORS, LLC; NOT INVESTMENT RELATED; SUITE 150 3930 EAST JONES BRIDGE ROAD PEACHTREE CORNERS, GA 30092; CONSULTING, TRAINING, COACHING; PRESIDENT/OWNER; 01/2007; HOURS VARY PER MONTH; MINIMAL HRS DURING TRADING; SPEAKING, TRAINING, COORDINATING ACTIVITIES OF INDEPENDENT CONSULTANTS RELATED TO THE PARENT CARE SOLUTION AND OTHER LIFE TRANSITIONS, INCLUDING WORKING WITH CLOSELY HELD BUSINESSES REGARDING EXIT PLANNING. -3- SFA HOLDINGS, INC; NOT INVESTMENT RELATED; 2200 CENTURY PARKWAY, SUITE 500, ATLANTA, GA 30345; BOARD OF DIRECTORS; DIRECTOR; 11/2007; 0-12 HOURS/MONTH, DURING TRADING, DEPENDING ON MEETING SCHEDULE; MEMBER OF BOARD OF DIRECTORS. -4- GEN X FINANCIAL, INC DBA CAPTIAL INSIGHT GROUP; INVESTMENT RELATED; 3930 EAST JONES BRIDGE ROAD SUITE 150 PEACHTREE CORNERS, GA 30092; DBA FOR MARKETING FINANCIAL SERVICES; INDEPENDENT CONTRACTOR; 01/2016; 100 HOURS/MONTH, DURING TRADING; CLIENT SUPPORT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1990-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1980-12-08 |
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