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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-05-23 |
Branch Locations
2650 Holcomb Bridge Road Bldg 650, Alpharetta, GA 30022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwimnett County Public Schools | Lawrenceville | GA | 08/2004 | 03/2017 |
| Infinity Financial Partners | Atlanta | GA | 03/2017 | 10/2017 |
| Questar Capital | Minneapolis | MN | 10/2017 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 11/2017 | 03/2019 |
| Woodbury Financial Services, Inc. | Atlanta | GA | 03/2019 | 05/2024 |
| Woodbury Financial Services, Inc. | Atlanta | GA | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Atlanta | GA | 01/2024 | 05/2024 |
| Commonwealth Financial Network | Waltham | MA | 05/2024 | Present |
| A Better Financial Group, Inc | Alpharetta | GA | 05/2024 | Present |
1. Fixed insurance sales; Located in Suwanee, GA, as of 05/22/2024; 5% time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Beyond Financial, LLC, a private entity established to facilitate securities, advisory, and insurance business; Located in Alpharetta, GA 30022, as of 05/22/2024; 0% time spent during business hours; Conducted at branch; Investment related. 3. Divorce Planning services, Beyond Financial; as of 1/01/2025; 10% of time spent during business hours; Conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-06 |
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