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Current Employers
Freedom Wealth Coaching, Llc

233 Arnold Mill Road Suite 300, Woodstock, GA 30188 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-06-20
AL RA APPROVED 2024-05-28
  • GA RA
    APPROVED
    Since 2024-06-20
  • AL RA
    APPROVED
    Since 2024-05-28

Branch Locations

Elberta, AL • United States

233 Arnold Mill Road Suite 300, Woodstock, GA 30188 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2023 → 05/2024
    Metairie, LA
  • 02/1997 → 09/2021
    United Rentals
    Mobile, AL
  • 12/2021 → 11/2024
    Re/Max Of Orange Beach
    Orange Beach, AL
  • 05/2024 → Present
    Woodstock, GA
  • 11/2024 → 12/2025
    Patrick Daily Real Estate
    Orange Beach, AL
  • 01/2026 → Present
    Coldwell Banker Coastal Realty
    Lillian, AL
Previous Registrations
Other Businesses

Owner of The Team & Associates Inc., a separate Alabama legal entity organized in 2022 for personal tax/accounting purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-29
  • S65 Uniform Investment Adviser Law Examination
    2023-06-29

View on SEC IAPD

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