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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-14 |
| NC | RA | APPROVED | 2021-01-19 |
| PA | RA | APPROVED | 2020-12-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2016 | 12/2017 |
| Business Management Consultants, Accounting And Tax Services | Waynesboro | PA | 01/1996 | 10/2016 |
| Epic Wealth Management, Llc | Chambersburg | PA | 02/2018 | 12/2020 |
| Gray-Pilgrim & Associates | Chambersburg | PA | 02/2018 | 12/2019 |
| Triad Hybrid Solutions | Norcross | GA | 12/2020 | Present |
| Unemployed | Waynesboro | PA | 12/2017 | 02/2018 |
1)Kampstra Wealth Management;investment related;37 South 5th Street,Gettysburg,PA 17325;advisory;registered associate;12/2020;1 hr/month;0 hrs during trading;registered associate 2)Gray Pilgrim & Associates;not investment related;422 Epic Dr;accounting & business consultants;consultant;12/2020;4 hrs/month;0 hrs during trading;consultant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-17 |
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