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5755 North Point Pkwy Suite 92, Alpharetta, GA 30022-1145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-12-23 |
| TX | RA | APPROVED_RES | 2025-12-16 |
Branch Locations
5755 North Point Pkwy Suite 92, Alpharetta, GA 30022-1145 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kinnucan's Specialty Outfittera | Atlanta | GA | 10/2016 | 02/2017 |
| Cvs Health | Atlanta | GA | 02/2017 | 04/2022 |
| Club Diogi | Atlanta | GA | 04/2022 | 08/2023 |
| Elm3 Financial Group | Alpharetta | GA | 08/2023 | Present |
Monica Ladson provides services for Elm3 CPA Tax and Accounting. The business is located at 5775 North Point Parkway, Suite 92, and is not investment-related. Monica works in an administrative capacity for Elm3 CPA. She does not have an official title. She supports with tax appointment scheduling and tax return input. She began working for Elm3 CPA Tax in September 2023. She works for Elm3 CPA Tax around 30-40 hours per month, around 10-20 hours of which are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-12 |
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