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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Perspective Financial Solutions | Hyattsville | MD | 03/2023 | Present |
| Impact Partnership Wealth, Llc | Marietta | GA | 09/2023 | Present |
| Docketmasters, Llc | Laurel | MD | 06/2002 | 09/2022 |
| First Financial Security, Imo | Johns Creek | GA | 06/2022 | Present |
| Korean American Grocer's Association | Baltimore | MD | 01/2019 | Present |
| Baltimore Hire Power | Baltimore | MD | 03/2020 | Present |
1) First Financial Security, Inc; Investment Related; 11695 Johns Creek Pkwy #400 Johns Creek, GA 30097; National Insurance Brokerage Agency; Agent; June 2022; 0hrs/Mo Devoted; 0hrs/Mo Devoted during Security Trading Hours. IMO for Insurance. 2) Baltimore Hire Power; Non Investment Related; 425 E Federal St. Baltimore, MD 21202; Non-Profit, Job Training and Placement; Board Member; March 2020; 5hrs/Mo Devoted; 0hrs/Mo Devoted during Security Trading Hours. Help with administrative aspects relating to educating, training, and placing students for employment. 3) Korean American Grocers Association of Maryland; Non Investment Related; 1 N Charles Street Baltimore, MD 21201; Non-Profit, Helps Korean Owned Businesses; Board Member; January 2019; 2hrs/Mo Devoted; 0hrs/Mo Devoted during Security Trading Hours. Volunteer for admin duties, event planning and working events.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-08 |
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