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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-05 |
| TX | RA | APPROVED | 2026-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanderbilt University | Nashville | GA | 11/2023 | 05/2024 |
| U.S. Army | Washington | DC | 01/2010 | 11/2023 |
| Thrivent Investment Management Inc | Clayton | GA | 04/2024 | 03/2026 |
| Thrivent Financial | Appleton | WI | 05/2024 | 12/2024 |
| Thrivent Financial | Appleton | WI | 12/2024 | 03/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2026 | Present |
| Carter Williams Insurance & Investments | Clayton | GA | 03/2026 | Present |
| Carter Williams Wealth Advisors | El Segundo | CA | 06/2026 | Present |
| Jp Valor Group, Llc | Tiger | GA | 08/2026 | Present |
1. NAME OF OTHER BUSINESS: CARTER WILLIAMS INSURANCE & INVESTMENTS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE AGENCY, WEALTH MANAGEMENT; START DATE: 03/2026; POSITION/TITLE/RELATIONSHIP: EMPLOYEE; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: WEALTH ADVISOR; 2. NAME OF OTHER BUSINESS: PARKER BEAR PROPERTIES LLC; INVESTMENT RELATED: NO; ADDRESS: TIGER, GA 30576; NATURE OF BUSINESS: REAL ESTATE / AIR BNB; START DATE: 02/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: AIR BNB BUSINESS; 3. NAME OF OTHER BUSINESS: PERSONAL RENTAL PROPERTY; INVESTMENT RELATED: NO; ADDRESS: TIGER, GA 30576; NATURE OF BUSINESS: PERSONAL RENTAL PROPERTY; START DATE: 02/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: PERSONAL RENTAL PROPERTY; 4. NAME OF OTHER BUSINESS: CARTER WILLIAMS WEALTH ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 6/1/26; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 25, APX NUMBER OF HOURS DURING TRADING HOURS 25; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 5. NAME OF OTHER BUSINESS: JP VALOR GROUP, LLC INVESTMENT RELATED: NO ADDRESS: 128 WOOD HEN WAY, TIGER GA 30576; NATURE OF BUSINESS: LLC START DATE: 10/1/2026 POSITION/TITLE/RELATIONSHIP: OWNER AND MANAGING MEMBER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR MANAGEMENT, BUSINESS DEVELOPMENT, GOVERNMENT CONTRACTING, PROJECT AND PROGRAM MANAGEMENT CONSULTING, ORGANIZATIONAL CONSULTING, AND PROFESSIONAL TRAINING SERVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-12 |
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