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11720 Amberpark Drive Suite 170, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-10-15 |
| TX | RA | APPROVED_RES | 2018-08-06 |
| GA | RA | APPROVED | 2018-07-09 |
Branch Locations
11720 Amberpark Drive Suite 170, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Atlanta | GA | 03/2014 | 06/2018 |
| Maryland Financial Group, Inc. | Atlanta | GA | 04/2014 | 06/2018 |
| Newcorp Wealth Management | Alpharetta | GA | 07/2018 | Present |
1. 03/31/2014 - INDEPENDENT INSURANCE SALES- INV REL - ATLANTA, GA - Non-Variable Insurance - life, annuity, ltc, disability 2. 2020 - RENTAL PROPERTY - NON INVESTMENT-RELATED - GEORGIA - OWNER - APPROX. 10 HRS/MO OUTSIDE TRADING HOURS - RENTAL PROPERTY OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-06 |
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