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12600 Deerfield Parkway Suite 475, Alpharetta, GA 30004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-29 |
Branch Locations
12600 Deerfield Parkway Suite 475, Alpharetta, GA 30004 • 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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Atlanta | GA | 04/2005 | 09/2021 |
| Xception Advisory Group | Atlanta | GA | 07/2021 | 10/2023 |
| The Leaders Group Inc | Littleton | CO | 09/2021 | 10/2023 |
| Hightower | Chicago | IL | 10/2023 | 09/2025 |
| Wealth With No Regrets | Alpharetta | GA | 12/2025 | Present |
| Unemployed | Roswell | GA | 03/2021 | 07/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-06 |
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