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321 Creekstone Ridge, Woodstock, GA 30188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2010-11-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Munro Legacy Planners Llc | Woodstock | GA | 08/2010 | Present |
| Independent Insurance Agent | Woodstock | GA | 11/2000 | Present |
| Federal Benefit Advocates | Woodstock | GA | 08/2016 | Present |
Name: Federal Benefit Advocates Investment related: yes Address: Woodstock, GA Nature: Helping federal employees understand benefits Position: Senior Benefit Analyst Start date: 08/2016 Approximately 20% of overall time. Name: Independent Insurance Agent Investment related: yes Address: Woodstock, GA Nature: Insurance products and services Position: Insurance Agent Start date: 11/2000 Approximately 20% of overall time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-05 |
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