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200 Galleria Parkway Suite 1450, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-10-18 |
Branch Locations
200 Galleria Parkway Suite 1450, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Black Diamond Investment Partners Llc | Atlanta | GA | 01/2011 | 10/2016 |
| Montag A & Associates Inc | Atlanta | GA | 10/2016 | Present |
1. COLLAT FAMILY FOUNDATION, A FAMILY FOUNDATION; P.O. BOX 130609, BIRMINGHAM, AL 35213; SERVES ON THE INVESTMENT AND OVERSIGHT COMMITTEE; LESS THAN ONE HOUR PER MONTH DURING TRADING HOURS. 2. BAY PINE HOLDINGS, LLC; P.O. BOX 130609, BIRMINGHAM, AL 35213; POSITION OF UNPAID CONSULTANT AND SERVE ON INVESTMENT COMMITTEE; LIMITED PARTNERSHIP FOR FAMILY; PURPOSE OF INVESTMENT OPPORTUNITIES AND DIVERSIFICATIO, NOT INVOLVED ON A REGULAR BASIS; LESS THAN ONE HOUR PER MONTH DURING TRADING HOURS; NO COMPENSATION FROM ANY OF THE ABOVE ASSOCIATIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-03 |
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