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3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-09-02 |
Branch Locations
3350 Riverwood Parkway Suite Gl-28, Atlanta, GA 30339-6401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advocacy Wealth Management, Llc | Atlanta | GA | 09/2021 | Present |
| Miami Marlins | Jupiter | FL | 06/2015 | 09/2016 |
| Northwestern Mutual | Atlanta | GA | 05/2017 | 10/2017 |
| Hillyer Group, Inc. | Akron | OH | 10/2017 | 02/2018 |
| Forge Consulting, Llc | Atlanta | GA | 03/2018 | Present |
| Cherokee Town And Country Club | Atlanta | GA | 10/2016 | 11/2017 |
| Kennesaw State University | Kennesaw | GA | 08/2012 | 07/2017 |
| Titans Sports Academy | Kennesaw | GA | 09/2019 | Present |
1. Baseball coach at the Titans Sports Academy. 775 Hawkins store Rd. NE, Kennesaw, GA 30144. Not investment related. 2. Started in September of 2019. I coach a 16-17u baseball team out of this academy. Spend about 20-25 hours per month on this (outside of normal business hours). 3. Forge Consulting LLC, 11 Depot Street, Hartwell GA 30643, Non-investment related, Insurance agency, Parent company of Advocacy Wealth Management, no direct compensation, Title: Agent, started 03/2018, devote 5-10hrs/month during securities trading hours, Duties: Servicing and Placing insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-18 |
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