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8000 Avalon Blvd Suite 100, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-08-14 |
Branch Locations
8000 Avalon Blvd. Ste 100, Alpharetta, GA 30009 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2017 | 08/2023 |
| West Pharmaceutical Sevices | Clearwater | FL | 01/2013 | 09/2017 |
| Lpl Financial Llc | Alpharetta | GA | 08/2023 | Present |
| Mpwm Advisory Solutions, Llc | Alpharetta | GA | 08/2023 | Present |
1. 08/07/2023 - Mayer Private Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/24/2023 2. 08/16/2023 - Mayer Private Wealth Management - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 05/24/2023 - 160 Hours Per Month/ 160 Hours During Trading 3. 08/16/2023 - MPWM Advisory Solutions LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 05/24/2023 - 160 Hours Per Month/ 160 Hours During Trading - I provide investment advisory services through MPWM Advisory Solutions LLC, an independent investment advisor firm. I started this business activity in 05/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 02/07/2024 - No Business Name - Non-Inv Related - Avondale Estates, GA - Business Entity For Tax/Investment Purposes Only - Started: 1/26/2024 - 0 Hrs/mo.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-19 |
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