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Current Employers
Alpha Financial Management, Inc.

7505 Waters Avenue Suite E-1, Savannah, GA 31406-3631 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-08-24
  • GA RA
    APPROVED
    Since 2026-08-24

Branch Locations

7505 Waters Avenue Suite E-1, Savannah, GA 31406-3631 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
U.S. Army Washington DC 02/2016 03/2021
Gulfstream Savannah GA 06/2022 06/2024
Alpha Financial Management Savannah GA 08/2025 Present
Colonial Group Inc Savannah GA 05/2025 08/2025
Georgia Southern University Statesboro GA 06/2024 05/2025
Palziv Na Louisburg GA 05/2021 08/2021
Unemployed Zebulon NC 08/2021 06/2022
  • 02/2016 → 03/2021
    U.S. Army
    Washington, DC
  • 06/2022 → 06/2024
    Gulfstream
    Savannah, GA
  • 08/2025 → Present
    Alpha Financial Management
    Savannah, GA
  • 05/2025 → 08/2025
    Colonial Group Inc
    Savannah, GA
  • 06/2024 → 05/2025
    Georgia Southern University
    Statesboro, GA
  • 05/2021 → 08/2021
    Palziv Na
    Louisburg, GA
  • 08/2021 → 06/2022
    Unemployed
    Zebulon, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-17
  • S65 Uniform Investment Adviser Law Examination
    2026-07-17

View on SEC IAPD

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