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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-11-07 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
1160 S. Milledge Ave. Suite 210, Athens, GA 30605 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial (Fka Proequities, Inc.) | Athens | GA | 01/2019 | 08/2022 |
| (Dba) Stable Waters Financial | Athens | GA | 10/2017 | 10/2025 |
| University Of Georgia | Athens | GA | 05/2017 | 12/2018 |
| Unemployed | Maysville | GA | 06/2016 | 04/2017 |
| Proequities Inc | Athens | GA | 10/2017 | 01/2019 |
| Commonwealth Financial Network | Waltham | MA | 08/2022 | 10/2025 |
| Farther | Maysville | GA | 10/2025 | Present |
Fixed insurance sales, Stable Water Financial; as of 06/24/2022,1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-20 |
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