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3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-07 |
Branch Locations
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Pembroke Pines, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Partners | North Lauderdale | FL | 02/2018 | 07/2020 |
| Broward Sheriff's Office | Ft. Lauderdale | FL | 07/1995 | Present |
| The Pacific Financial Group, Inc | Newport Beach | CA | 07/2020 | 12/2022 |
| Bison Wealth, Llc Dba Serve And Protect Financial | Atanta | GA | 01/2023 | Present |
(1) Broward County Sheriff's Office - 7/1995 - present; Deputy Sheriff/Road Patrol - 36 hours one week/44 hours next week.160 hours a month. 80 hours during market hours. Non-securities related business. (2) Gold Star Financial Planning, Inc. - 2/2018 - present; President - not investment related; 12921 NW 22nd Mnr, Pembroke Pines, FL 33028 (3) Independent Licensed insurance Agent - 02/2017 - present; Investment Related; Pembroke Pines, FL; Life, Health and Variable Annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-21 |
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