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Atlanta, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aerotek | Phoenix | AZ | 01/2016 | 05/2017 |
| The Henry | Phoenix | AZ | 12/2016 | 01/2017 |
| Tilted Kilt | Phoenix | AZ | 12/2016 | 01/2017 |
| American Airlines | Phoenix | AZ | 03/2016 | 11/2016 |
| Assetmark Brokerage, Llc | Phoenix | AZ | 05/2017 | 07/2020 |
| Assetmark Financial, Inc. | Phoenix | AZ | 05/2017 | 05/2020 |
| Polaris Wealth Management | Chicago | IL | 06/2020 | 12/2022 |
| Polaris Wealth Management, Llc | Floosmoor | IL | 07/2020 | 12/2022 |
| Abg Financial Services, Inc. | Atlanta | GA | 12/2022 | 12/2023 |
| Advocacy Wealth Management, Llc | Atlanta | GA | 02/2024 | 09/2024 |
| Temperance Wealth Management | Atlanta | GA | 12/2024 | Present |
Name of Business: Self Employed Investment-related: Yes Address of the other Business: 650 Ponce De Leon Ave., Atlanta, Georgia Nature of Business/Position/Title/Duties: I am a licensed insurance agent, not limited to work with any single company. In insurance, a certain percentage of premium produced is retained as compensation by insurance agents and brokers. Also known as acquisition cost. Start Date: 05/2021 Number of hours/month: 10 hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-03 |
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