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3000 Heritage Walk Suite 301, Milton, GA 30004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-08-22 |
| GA | RA | APPROVED | 2015-08-20 |
Branch Locations
3000 Heritage Walk Suite 301, Milton, GA 30004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berkeley Capital Partners, Llc | Norcross | GA | 08/2015 | Present |
| Triad Advisors, Inc. | Norcross | GA | 08/2015 | Present |
1)BERKELEY CAPITAL PARTNERS,LLC;INVESTMENT RELATED;3500 PARKWAY LANE,SUITE 430,NORCROSS,GA 30092;RIA;MANAGING PARTNER;8/2015;160 HRS/MONTH;5.5 HRS DURING TRADING;INVESTMENT ADVICE 2)BERKELEY CAPITAL PARTNERS VENTURES I AND II, LLC;INVESTMENT RELATED;3500 PARKWAY LANE,SUITE 430,NORCROSS,GA 30092;HOLDING COMPANY;LIMITED PARTNER;12/2013;0 HRS/MONTH;0 HRS DURING TRADING;LLCS FORMED TO BUY EQUITY IN COMPANIES 3)DONE WITH E'S,LLC;INVESTMENT RELATED;23 WILLETT WAY,GREENSBORO,NC 27408;HOLDING CO;LIMITED PARTNER;2005;0 HRS/MONTH;0 HRS DURING TRADING;LLC FORMED TO BUY REAL ESTATE IN CAPE SAN BLAS FL 4)DWE FAMILY LLC;INVESTMENT RELATED;23 WILLET WAY,GREENSBORO,NC 27408;HOLDING CO;LIMITED PARTNER;1/1998;0 HRS/MONTH;0 HRS DURING TRADING;FAMILY PARTNERSHIP THAT OWNS REAL ESTATE IN SUWANEE,GA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-24 |
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