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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-06-22 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
11675 Rainwater Drive, Suite 625, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Atlanta | GA | 03/2007 | 06/2018 |
| Clearbridge Wealth Management, Inc | Atlanta | GA | 10/2013 | 06/2018 |
| Merit Financial Group | Alpharetta | GA | 06/2018 | Present |
HEL Properties, LLC; Non-Inv Related; 1011 Devon Drive Madison, GA 30650; Agricultural real estate leasing; solo member LLC, Managing Member; 7/2018; I am the sole member of the HEL Properties, LLC. The entity owns a piece of agricultural land for rent to local farmer. This activity requires a very small fraction of my time annually.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-07 |
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