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Peachtree City, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2024-12-03 |
| GA | RA | APPROVED | 2024-02-02 |
Branch Locations
Peachtree City, GA • United States
Fayetteville, AR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cwm, Llc | Omaha | NE | 08/2021 | 10/2023 |
| Wise Counsel Wealth Management | Georgetown | TX | 07/2019 | 07/2021 |
| Wise Counsel Wealth Management | Georgetown | TX | 07/2017 | 06/2019 |
| Ouachita Baptist University | Arkadelphia | AR | 08/2013 | 05/2017 |
| Wise Counsel Wealth Management | Georgetown | TX | 08/2021 | 10/2023 |
| Pandowealth. Llc | Georgetown | TX | 10/2023 | Present |
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