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12540 Broadwell Road Suite 2201, Milton, GA 30004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-01-08 |
Branch Locations
12540 Broadwell Road Suite 2201, Milton, GA 30004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rich & Company Llc | Canton | GA | 03/2020 | Present |
| United States Department Of The Treasury | Washington | DC | 09/2002 | 06/2019 |
| Southern Business Consulting, Llc | Canton | GA | 06/2019 | Present |
Southern Business Consulting, LLC, Not Investment Related, 321 E. Main Street, Canton GA 30114, CPA Practice-tax, Accounting, Business Advisory, Tax preparer, Managing Director, Start Date 06/2019, 80 hours devoted per month, Prepare and review tax returns, provide tax planning services, business consulting/performance services, business accounting services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-15 |
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