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2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-06-14 |
Branch Locations
3651 Mars Hill Road, Suite 3100-B, Watkinsville, GA 30677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Blueprint, Llc | Atlanta | GA | 06/2023 | Present |
| Algenee Inc | Athens | GA | 10/2005 | 07/2024 |
| Abc123 Consulting | Statham | GA | 10/2007 | Present |
| Elwood And Goetz | Athens | GA | 06/2021 | 08/2021 |
Name: ABC123 Consulting LLC Position: Owner/Sole Proprietor Nature: No longer used for educational consulting. Personal S-Corporation (ABC123 Consulting, Inc) for passthrough income from my advisor position. This is a tax entity for personal tax use. I will have additional residual income until 10/2025 from the sale of a business. Investment Related: No Hours: 3 Securities Trading Hours: 1 Start Date: 10/01/2007 Address: 1031 Dials Plantation Drive, Statham GA 30666, United States Description: Used for additional residual income for financial advisory services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-02 |
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