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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-05-02 |
| FL | RA | APPROVED | 2024-04-30 |
Branch Locations
1300 Ridenour Blvd Nw #123, Kennesaw, GA 30152 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oglethorpe University | Brookhaven | GA | 07/2015 | 05/2019 |
| Self Employed | Hernando Beach | FL | 06/2019 | 12/2021 |
| Henssler Financial | Kennesaw | GA | 01/2022 | 08/2023 |
| Take Point Wealth Management | Spring Hill | FL | 09/2023 | Present |
-Life and Health Insurance Sales -Independent Broker : No separate business entity or address -Investment related -Medicare and annuities primarily as fit -Aug. 2023 - PRESENT -40 hours/mo. -part of advisory practice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-09 |
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