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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-11 |
Branch Locations
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
3101 Cobb Parkway Se Ste 124, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walton High School | Marietta | GA | 08/2010 | 06/2022 |
| University Of Georgia | Athens | GA | 06/2022 | 06/2026 |
| Oconee Youth School Of Performance | Athens | GA | 06/2022 | Present |
| Rhythm Dance Center | Marietta | GA | 08/2021 | 08/2022 |
| Barrett Properties | Athens | GA | 06/2025 | 07/2025 |
1) 49 Financial through Financial Independence Group / investment-related / 19520 W Catawba Avenue, Suite 200, Cornelius, NC 28031 / Fixed insurance / Fixed insurance agent / Start Date: 6/15/2026 / 20 hours per month during trading hours 2) Dance Teacher at Oconee Youth School of Performance/ non investment related/ Start Date: August 2022/ 20 hours per month during non trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-20 |
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