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233 Arnold Mill Road Suite 300, Woodstock, GA 30188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-03-19 |
| GA | RA | APPROVED | 2025-04-03 |
Branch Locations
305 Lawrence Street Ne, Marietta, GA 30060 • United States
233 Arnold Mill Road Suite 300, Woodstock, GA 30188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freedom Wealth Coaching, Llc | Woodstock | GA | 02/2023 | 02/2024 |
| Dcaa Solutions | Denver | CO | 09/2022 | 01/2023 |
| Addressable | Los Angeles | CA | 04/2022 | 07/2022 |
| Emergys | Raleigh | NC | 04/2021 | 04/2022 |
| Ionic | Madison | WI | 10/2020 | 04/2021 |
| Tricentis | Atlanta | GA | 08/2020 | 10/2020 |
| Gitlab | San Francisco | CA | 06/2019 | 07/2020 |
| Smarp | Atlanta | GA | 03/2019 | 06/2019 |
| Jacada | Alpharetta | GA | 10/2018 | 02/2019 |
| Special Needs Communities | Acworth | GA | 01/2014 | 12/2019 |
| Eli Project | Acworth | GA | 01/2014 | 12/2019 |
| Mathies Financial Partners | Colorado Springs | CO | 02/2024 | 03/2025 |
| Freedom Wealth Coaching, Llc | Woodstock | GA | 03/2025 | Present |
Owner of Turner Wealth Coaching, LLC, a separate Georgia legal entity organized in 2025 for personal tax/accounting purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-22 |
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