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1372 Peachtree Street Ne, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valuteachers | Ponte Vedra Beach | FL | 03/2023 | Present |
| Broward County Schools | Ft. Lauderdale | FL | 09/1995 | 01/2023 |
| Asset Allocation Strategies, Llc | Farmington | MI | 02/2024 | 07/2026 |
| First Advisors National | Atlanta | GA | 07/2022 | Present |
(1) VALUTEACHERS; INVESTMENT-RELATED; PONTE VEDRA BEACH, FL; NATURE: INSURANCE, FIXED/INDEXED ANNUITY SALES; POSITION: INSURANCE AGENT, INDEPENDENT CONTRACTOR; START DATE: MARCH 2023; APX. 85 HRS/MONTH (50 DURING TRADING HOURS); DUTIES: PROSPECTING PUBLIC SCHOOL EMPLOYEES TO MARKET FIXED/INDEX ANNUITY PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-04 |
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