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11 Municipal Drive Ste 200 Pmb 1018, Fishers, IN 46038 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-09-05 |
| TX | RA | APPROVED | 2024-09-04 |
Branch Locations
11 Municipal Drive Ste 200 Pmb 1018, Fishers, IN 46038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Georgia Financial Advisors | Atlanta | GA | 10/2023 | 08/2024 |
| Wealthy And Winning Financial Solutions, Llc | Covington | GA | 12/2020 | Present |
| Golden Pantry Food Stores | Watkinsville | GA | 11/2018 | 11/2020 |
| Circle K | Waycross | GA | 12/2013 | 11/2018 |
| Kohl's, Inc | Conyers | GA | 11/2021 | 04/2022 |
| Williams Sonoma | Covington | GA | 03/2022 | 07/2022 |
| Trinity Wealth Securities, Llc | Atlanta | FL | 04/2024 | 08/2024 |
| Hendershott Wealth Management, Llc | Covington | GA | 08/2024 | Present |
Wealthy and Winning Financial Solutions, LLC. Not Investment Related. Covington, GA 30016. Nature of Business: Professional Services, Coaching. Position: CEO. Title: Founder. 12/2020. Hours Per Month: 10 hours. Duties: Help individuals and couples with personal and business-related financial services such as budgeting, strategic planning, cash flow, and money mindset work.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-05 |
| S65 | Uniform Investment Adviser Law Examination | 2023-09-21 |
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