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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-08-09 |
Branch Locations
3321 North Valdosta Road, Valdosta, GA 31602 • United States
858 Camp Street, New Orleans, LA 70130 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Valdosta | GA | 08/2016 | Present |
| Wiregrass Investment Management, Llc | Valdosta | GA | 08/2016 | 06/2018 |
| Gwm Advisors, Llc (Dba: Southern Point Investment Partners) | Valdosta | GA | 06/2018 | Present |
(1) 1/3/2017: The Shiver McGahee Group LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/21/2016 - 0 Hours Per Month. (2) 7/5/2018 - GWM Advisors, LLC - DBA: (Hybrid) Southern Point Investment Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date: 07/01/2018 - 40 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through GWM Advisors, an independent investment advisor firm. I started this business activity on 7/5/2018. I expect to spend approximately 40 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (3) 7/5/2018 - GWM Advisors, LLC - DBA: (Hybrid) GWM Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 07/01/2018 - 40 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through GWM Advisors, an independent investment advisor firm. I started this business activity on 7/5/2018. I expect to spend approximately 40 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (4) 7/17/2018 - Southern Point Investment Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/11/2018 - 0 Hours Per Month/0 Hours During Securities Trading. (5) 2/8/2023 - The Shiver Group, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 10/01/2022 - 40 Hours Per Month/40 Hours During Securities Trading (6) 04/22/2024 - AMG - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Started: 5/23/2023 - 2 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-03-04 |
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