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3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-18 |
| GA | RA | APPROVED | 2026-01-29 |
Branch Locations
3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Alpharetta | GA | 08/2024 | 02/2025 |
| Alabama Credit Union | Tuscaloosa | AL | 08/2023 | 08/2024 |
| Alabama Credit Union | Decatur | AL | 05/2023 | 08/2023 |
| Coca-Cola Bottling Company Decatur | Decatur | AL | 05/2022 | 08/2022 |
| Indian Hills Country Club | Tuscaloosa | AL | 01/2022 | 04/2022 |
| Unemployed | Tuscaloosa | AL | 08/2022 | 05/2023 |
| Unemployed | Decatur | AL | 01/2014 | 01/2022 |
| University Of Alabama | Tuscaloosa | AL | 08/2020 | 08/2024 |
| Advocacy Wealth Management, Llc | Atlanta | GA | 03/2025 | Present |
Forge Consulting LLC, 11 Depot Street, Hartwell GA 30643, Non-investment related, Insurance agency, Parent company of Advocacy Wealth Management, no direct compensation, Title: Agent, started 8/2025, 0 hrs / month during securities trading hours. Duties: No insurance related duties at present.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-16 |
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