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Roswell, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Bay Wealth Management Llc | Roswell | GA | 02/2014 | 09/2016 |
| Quest Capital Strategies, Inc. | Lake Forest | CA | 10/2016 | 06/2017 |
| Great Bay Wealth Management Llc | Roswell | GA | 06/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-01 |
| S65 | Uniform Investment Adviser Law Examination | 1999-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-02 |
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