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230 Scientific Drive Suite 100, Peachtree Corners, GA 30092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-04-07 |
| DC | RA | APPROVED | 2025-10-01 |
| NJ | RA | APPROVED | 2025-09-09 |
| IL | RA | APPROVED | 2025-08-20 |
| MD | RA | APPROVED | 2025-08-20 |
| NC | RA | APPROVED | 2025-08-20 |
| PA | RA | APPROVED | 2025-08-20 |
| TX | RA | APPROVED | 2025-08-20 |
| VA | RA | APPROVED | 2025-08-20 |
| GA | RA | APPROVED | 2025-03-10 |
Branch Locations
230 Scientific Drive Suite 100, Peachtree Corners, GA 30092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Actify Investor Retirements Llc | Peachtree Corners | GA | 01/2024 | Present |
| Corporate Payroll Services | Peachtree Corners | GA | 05/2018 | 12/2023 |
| Academy Sports + Outdoors | Snellville | GA | 11/2017 | 05/2018 |
| B&A Management Inc. | Athens | GA | 10/2017 | 10/2017 |
| Bed Bath & Beyond Inc. | Snellville | GA | 09/2017 | 09/2017 |
| Academy Sports + Outdoors | Valdosta | GA | 02/2016 | 06/2017 |
| Valdosta State University | Valdosta | GA | 01/2013 | 05/2017 |
| N/A | Grayson | GA | 07/2017 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-14 |
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