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3237 Satellite Blvd Suite 400, Duluth, GA 30096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-23 |
Branch Locations
3237 Satellite Blvd Suite 400, Duluth, GA 30096 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Greenwood | IN | 10/2016 | 11/2017 |
| Skyline Property Group | Whiteland | IN | 10/2015 | 10/2016 |
| Unemployed | Bargersville | IN | 11/2017 | 12/2017 |
| Northwestern Mutual Life Insurance Company | Greenwood | IN | 12/2017 | 02/2019 |
| Northwestern Mutual Investment Services Llc | Greenwood | IN | 03/2018 | 02/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2018 | 02/2019 |
| Direct Connect Logistics | Indianapolis | IN | 04/2019 | 12/2019 |
| Capital Group | Carmel | IN | 12/2019 | 01/2026 |
| Cornerstone Management, Inc. | Duluth | GA | 02/2026 | Present |
| Marlin Academy | Greenwood | IN | 08/2023 | 09/2024 |
| Cornerstone Management, Inc. | Duluth | GA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-06 |
| S66 | Uniform Combined State Law Examination | 2016-12-17 |
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