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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-08-28 |
Branch Locations
1400 Buford Highway Suite G-2, Sugar Hill, GA 30518 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Omega Bio-Tek | Norcross | GA | 04/2021 | 08/2023 |
| Unemployed | Dacula | GA | 08/2023 | 12/2023 |
| Markel Financial Services, Llc | Sugar Hill | GA | 12/2023 | Present |
| Capstone Healthcare | Sandy Springs | GA | 03/2020 | 04/2021 |
| Advanced Urology | Roswell | GA | 06/2019 | 03/2020 |
| K & S Clinical Diagnostics | Atlanta | GA | 11/2017 | 05/2019 |
| Center For Spine And Pain Management (Cspm) | Gainesville | GA | 05/2017 | 11/2017 |
| Georgia College & State University | Milledgeville | GA | 08/2013 | 05/2017 |
| Osaic | Sugar Hill | GA | 04/2024 | Present |
1. MARKEL FINANCIAL SERVICES, LLC POSITION: Associate Financial Advisor NATURE: LLC; Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 60 START DATE: 12/22/2023 ADDRESS: 1400 Buford Hwy, Suite G2, Sugar Hill GA 30518, United States DESCRIPTION: Insurance Broker: Sell Life-Health-Disability-Long Term Care-Dental-Medicare; Associate Financial Advisor: Sell Life-Health-Disability-Long Term Care-Dental-Medicare
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-17 |
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