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490 N. Milledge Ave, Athens, GA 30601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-04-11 |
| GA | RA | APPROVED | 2003-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Wealth Management Services Inc. | Atlanta | GA | 05/2003 | Present |
| Advocacy Wealth Management Services, Llc | Atlanta | GA | 09/2006 | Present |
FAMILY WEALTH MANAGEMENT SERVICES INC.; INVESTMENT RELATED; ATLANTA, GA; INVESTMENT ADVISORY; PRESIDENT; 05/2003; 160 HOURS/MONTH (130 TRADING HOURS/MONTH); SUPERVISION OF OVERALLY BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-17 |
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