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11780 Northfall Lane Suite 303, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-08-08 |
Branch Locations
11780 Northfall Lane Suite 303, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forthright Wealth Management, Llc | Alpharetta | GA | 07/2024 | Present |
| 3D Lacrosse | Johns Creek | GA | 05/2022 | 02/2024 |
| Mount Pisgah Christian School | Johns Creek | GA | 07/2020 | 05/2022 |
| Robert Morris University | Moon Township | PA | 08/2016 | 05/2020 |
| University Of Georgia | Athens | GA | 08/2021 | 12/2023 |
| Forthright Wealth Management, Llc | Alpharetta | GA | 02/2024 | 07/2024 |
3d Lacrosse; Not investment-related; Johns Creek, GA; Sports program; Contract Coach; Since 02/2024; 16 hours per month; 0 hours during trading hours; A contracted lacrosse coach on the weekends Mount Pisgah Christian School; Not investment-related; 9875 Nesbit Ferry Road, Johns Creek, GA 30022; Private School; Lacrosse Coach; Since 02/2024; 20 hours per month; 0 hours during trading hours; Coach youth lacrosse
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-23 |
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