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1111 Brickell Ave 10Th Floor, Suite 68, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-10-11 |
Branch Locations
1 Ogelthorpe Prof Blvd Suite 102, Savanah, GA 31406 • United States
1111 Brickell Ave 10Th Floor, Suite 68, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The University Of Georgia | Athens | GA | 08/2021 | Present |
| Puskas Firearms Innovations, Llc | Richmond Hill | GA | 05/2022 | 06/2022 |
| Benedictine Military School | Savanah | GA | 08/2017 | 05/2021 |
| Saxony Securities Inc. | St. Louis | MO | 05/2024 | 09/2025 |
| Cowan Financial Group, Llc | Savanah | GA | 08/2014 | Present |
| Saxony Securities | St. Louis | MO | 09/2025 | Present |
| St. James Catholic School | Savannah | GA | 09/2015 | 05/2017 |
1.) Legacy Financial Partners, Inc; DBA for investment related activity 2.) Sollinda Capital Management; Investment Related; Investment Advisor Representative; Conduct investment advisory sales, began 07/2024; 160 hours per month, all during trading. 3.) Various Insurance Sales; Investment Related; Insurance Sales under OBA; 160 hours per month during trading, in tandem with advisory business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-17 |
| S65 | Uniform Investment Adviser Law Examination | 2024-07-18 |
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