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3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-02-07 |
Branch Locations
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liquid Strategies, Llc | Atlanta | GA | 11/2023 | 12/2024 |
| Advanced Drainage Systems | Advanced Drainage Systems | OH | 10/2022 | 10/2023 |
| Annies Wine Cottage | Powell | OH | 08/2022 | 05/2023 |
| The Ohio State University | Columbus | OH | 01/2018 | 05/2022 |
| Student | Powell | OH | 01/2013 | 12/2017 |
| Bison Wealth, Llc. | Atlanta | GA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-08 |
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