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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-01-03 |
Branch Locations
1065 Andrew Drive, West Chester, PA 19380 • United States
3950 Cobb Parkway, Suite 1004, Acworth, GA 30101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors | Acworth | GA | 08/2016 | 12/2019 |
| Windbrook Solutions | Acworth | GA | 04/2002 | Present |
| College Planning Institute | Acworth | GA | 09/2010 | Present |
| Georgia Prep Sports Network | Acworth | GA | 10/2007 | Present |
| Wealthcare Advisory Partners, Llc Dba Windbrook Solutions | Acworth | GA | 12/2019 | Present |
1) Windbrook Solutions; Insurance/investment related; 3950 cobb parkway, 1004 acworth, GA 30101; Insurance sales; owner/agent; started 4/02;approx.. 40 hrs per week, 25 hrs per week during securities hours; independently sell life, annuities, DI & LTC 2) College Planning Institute; college;non-investment related; 3950 cobb pkwy suite 1004, acworth, GA 30101; College and career consulting;owner;started 10/09; 45 hours per week (21 per week during trading hours);work with college bound students and families through college admissions, career and financial aid process. 3)Georgia Prep Sport Network; non-investment related; 3950 cobb pkwy suite 1004, acworth, GA 30101; director of broadcasting/ owner; started 10/2009; approx 20 hours per month 0 are during security hours; broadcasting and communicating of high school sports
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-09 |
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