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3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-29 |
| GA | RA | APPROVED | 2024-04-05 |
Branch Locations
3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advocacy Wealth Management, Llc | Atlanta | GA | 10/2022 | Present |
| Truist Financial | Atlanta | GA | 01/2021 | 10/2022 |
| Suntrust Banks | Atlanta | GA | 05/2019 | 12/2020 |
| Centro Bar Athens | Athens | GA | 01/2017 | 05/2019 |
| University Of Colorado Conference Services | Boulder | CO | 05/2018 | 08/2018 |
| University Of Colorado Conference Services | Boulder | CO | 05/2017 | 08/2017 |
| Georgia Southern University Campus Recreation & Intramurals | Statesboro | GA | 08/2014 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-19 |
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