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233 Arnold Mill Road Suite 300, Woodstock, GA 30188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-06-20 |
| AL | RA | APPROVED | 2024-05-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Colomb Investment Management Company, Llc | Metairie | LA | 07/2023 | 05/2024 |
| United Rentals | Mobile | AL | 02/1997 | 09/2021 |
| Re/Max Of Orange Beach | Orange Beach | AL | 12/2021 | 11/2024 |
| Freedom Wealth Coaching, Llc | Woodstock | GA | 05/2024 | Present |
| Patrick Daily Real Estate | Orange Beach | AL | 11/2024 | 12/2025 |
| Coldwell Banker Coastal Realty | Lillian | AL | 01/2026 | Present |
Owner of The Team & Associates Inc., a separate Alabama legal entity organized in 2022 for personal tax/accounting purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-29 |
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