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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-08-02 |
Branch Locations
201 North Union Street Suite 110, Office 111, Alexandria, VA 22314 • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concrete Services Inc. | Upper Marlboro | MD | 05/2023 | 08/2023 |
| Florida Financial Advisors | Tampa | FL | 09/2023 | 12/2023 |
| Tale Innovations Inc | Washington | DC | 01/2024 | 07/2025 |
| Dsp Wealth Strategies | Alexandria | VA | 05/2024 | Present |
| South River Boat Rentals | Annapolis | MD | 05/2021 | 05/2024 |
| University Of Tampa | Tampa | FL | 08/2020 | 07/2025 |
| South River High School | Edgewater | MD | 08/2016 | 05/2020 |
| Advisory Services Network, Llc | Atlanta | GA | 08/2025 | Present |
PROFIT PLANNING PARTNERS: OWNER/MEMBER SINCE 07/2025; SERVICE COMPANY FOR WORKING WITH DSP WEALTH STRATEGIES AS AN INDEPENDENT CONTRACTOR. TIME SPENT 160 HRS/MONTH, ALL DURING TRADING HOURS. NOT AN INVESTMENT RELATED ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-02 |
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