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801 Sunset Drive Bldg A, Suite One, Johnson City, TN 37604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-02 |
| GA | RA | APPROVED | 2023-08-24 |
Branch Locations
801 Sunset Drive Bldg A, Suite One, Johnson City, TN 37604 • United States
Canton, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walden Mergers & Acquisitions | Atlanta | GA | 04/2025 | Present |
| Marmo Financial Group | Johnson City | TN | 05/2023 | Present |
| Neri Capital Partners | Newnan | GA | 12/2013 | 04/2025 |
4/2025 Walden Mergers & Acquisitions; Principal; Not Investment Related; 9040 Roswell Road, Suite 410, Atlanta, Georgia 30350; Mergers & Acquisitions for Boutiques; Principal; 20-40 Hours/Month; 10-20 Hours/during security hours; Sell- businesses to outside buyers. INSURANCE SALES NON-INVESTMENT RELATED 801Sunset Drive, A1, Johnson City TN 37604 SALES OF INSURANCE AND ANNUITY PRODUCTS STARTED 09/2001 50 HOURS A MONTH ALL DURING TRADING HOURS SELL INSURANCE AND ANNUITY PRODUCTS TO INDIVIDUALS BUSINESS OWNERS AND PROFESSIONALS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-28 |
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