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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-03 |
Branch Locations
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rogers | AR | 02/2016 | 09/2024 |
| Bank Of American, N.A. | Rogers | AR | 02/2016 | 09/2024 |
| Fidelity Investments | Walnut Creek | CA | 09/2024 | 04/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 04/2025 |
| Advisory Services Network, Llc | Atlanta | GA | 07/2025 | Present |
Name of other business: Actus Wealth Strategies, LLC dba Actus Wealth Strategies Insurance Agency Is business investment related: Yes Nature of other business: Sales of insurance Position: Insurance Agent Title, or relationship with other business: Agent Start date of relationship: February 2025 Approximate number of hours/month to other business: 20 Number of hours to other business during securities trading hours: 0 Describe duties to other business: Sales & service of insurance products (Accident & Health or Sickness, Life & Annuities) Name of other business: KPM Hospitality LLC dba Treasure Town Inn Is business investment related: No Address of other business: 2440 Casino Strip Resort Blvd Robinsonville, Ms 38664 Nature of other business: Extended stay motel Your position: Partner Title, or relationship with other business: Member Start date of relationship: April 2025 Approximate number of hours/month to other business: 4 Number of hours to other business during securities trading hours: 0 Describe duties to other business: Do not participate in daily management of business. Name of other business: Wander Enterprises LLC Is business investment related: No Address of other business: 10827 Vista Del Luna Dr, Bakersfield CA 93311 Nature of other business: Rental property Your position: Member Title, or relationship with other business: Member Start date of relationship: May 2025 Approximate number of hours/month to other business: 1 Number of hours to other business during securities trading hours: 0 Describe duties to other business: Collect rent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-18 |
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