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1100 Peachtree St. Ne Ste. 200, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-11 |
Branch Locations
1100 Peachtree St. Ne Ste. 200, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capstar Financial | Austin | TX | 08/2020 | 03/2025 |
| Argument Driven Inquiry | Austin | TX | 05/2020 | 08/2020 |
| Unemployed | Austin | TX | 02/2020 | 05/2020 |
| Ywam Sunshine Coast | Maroochydore | 08/2019 | 02/2020 | |
| Hemingways | Pensacola | FL | 01/2019 | 08/2019 |
| University Of West Florida | Pensacola | FL | 08/2014 | 12/2018 |
| Capitalwize, Llc | Atlanta | GA | 07/2025 | Present |
| Unemployed | Austin | TX | 03/2025 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-31 |
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