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649-8 South Milledge Ave, Athens, GA 30605 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-06-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pd & Product, Llc | Leesburg | GA | 11/2013 | Present |
| Cannon Financial Strategists, Inc. | Athens | GA | 04/2018 | Present |
PD & Product, LLC; Not investment related; 130 Quail Chase Drive; Furniture Design & Fabrication; Co-owner; 10/01/2013; 15 hrs per month; 0 hrs during trading; Client liaison, Project Manager, HR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-23 |
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