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649-8 South Milledge Ave, Athens, GA 30605 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Georgia | Athens | GA | 08/2018 | 05/2023 |
| Oshkosh Corporation | Oshkosh | WI | 05/2021 | 12/2021 |
| Signature Wealth Management Group Llc | Atlanta | GA | 05/2022 | 05/2023 |
| Full-Time Student | Rome | GA | 06/2014 | 06/2018 |
| Signature Wealth Management Group Llc | Atlanta | GA | 06/2023 | 09/2024 |
| Cannon Financial Strategists, Inc. | Athens | GA | 09/2024 | Present |
1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-09 |
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