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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
3101 Cobb Pkwy Se Ste 124, Atlanta, GA 30339 • United States
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Auburn University | Auburn | AL | 08/2022 | 05/2026 |
| Holy Innocents' Episcopal School | Atlanta | GA | 08/2015 | 05/2022 |
| Qts | Duluth | GA | 05/2025 | 08/2025 |
| T5 Data Centers | Atlanta | GA | 05/2024 | 08/2024 |
| 49 Financial | Atlanta | GA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-22 |
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