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Chamblee, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kaspar & White Cpa, Pc | Chamblee | GA | 12/2020 | 07/2026 |
| Pwc | Atlanta | GA | 09/2018 | 12/2020 |
| Kpmg | Atlanta | GA | 10/2012 | 08/2018 |
| Lemonade Stand Accounting, Llc | Chamblee | GA | 07/2026 | Present |
| Trackside Wealth, Llc | Chamblee | GA | 05/2026 | Present |
Lemonade Stand Accounting, LLC. This business is not investment-related. Address: 5502 Peachtree Road, Ste 200, Chamblee, GA 30341. Nature of business: tax preparation and accounting services. Position/relationship: independent contractor providing transition assistance. No ownership interest, officer, director, partner, or employee role. Start date: July 24, 2026. Compensation: none received to date; expected to begin as a 1099 independent contractor in approximately October 2026 on a part-time basis. Approximate hours per month devoted to other business: approximately 130 hours/month through October 2026, then dropping to 104 hours/month through January 2027, and expected to become minimal after January 2027. Hours devoted during securities trading hours: approximately 80 hours/month through October 2026, then dropping to 64 hours/month through January 2027, and expected to become minimal after January 2027. Duties: assisting with client transition following the sale of Kaspar & White CPA, PC, including responding to questions regarding historical client files and supporting continuity of service for transitioned clients. No investment advice, securities recommendations, or securities transactions are involved.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-16 |
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