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3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-13 |
Branch Locations
3350 Riverwood Parkway, Suite Gl-28, Atlanta, GA 30339 • United States
3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Portfolio Solutions | Omaha | NE | 08/2022 | 03/2025 |
| Facet Wealth | Baltimore | MD | 05/2021 | 08/2022 |
| Capital Directions | Roswell | GA | 07/2020 | 05/2021 |
| Jp Morgan Chase | Atlanta | GA | 05/2018 | 07/2020 |
| Atlanta Athletic Club | Johns Creek | GA | 08/2015 | 07/2018 |
| Georgia State University | Atlanta | GA | 08/2018 | 12/2020 |
| University Of North Georgia | Dahlonega | GA | 08/2015 | 05/2018 |
| Austin Wealth Management, Llc | Austin | TX | 03/2025 | 04/2026 |
| Advocacy Wealth Management | Atlanta | GA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-25 |
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