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531 Roselane Street Suite 420, Marietta, GA 30060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-12-21 |
| TX | RA | APPROVED_RES | 2023-11-29 |
Branch Locations
531 Roselane Street Suite 420, Marietta, GA 30060 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Primerica Financial Services | Decatur | GA | 07/2022 | 11/2023 |
| Pfs Investments Inc. | Decatur | GA | 02/2023 | 11/2023 |
| Balfour Beatty Construction | Atlanta | GA | 01/2019 | 04/2020 |
| Uber | Atlanta | GA | 01/2017 | Present |
| Holder Construction | Atlanta | GA | 04/2017 | 01/2019 |
| Narwhal Capital Management | Marietta | GA | 06/2023 | Present |
| Gwinnett Technical College | Gwinnett | GA | 08/2016 | 06/2017 |
| Holder Construction | Atlanta | GA | 02/2016 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-19 |
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