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13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-04-17 |
Branch Locations
13500 Evening Creek Dr N #555, San Diego, CA 92128 • USA
1455 Lincoln Parkway Ste 325, Atlanta, GA 30346 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dunwoody Highschool | Dunwoody | GA | 08/2014 | 05/2020 |
| Unemployed | Dunwoody | GA | 05/2020 | 08/2020 |
| University Of South Carolina | Columbia | SC | 08/2020 | 05/2024 |
| Oxford Retirement Advisors | Atlanta | GA | 05/2021 | 08/2021 |
| Harbinger Management | Irmo | SC | 05/2022 | 10/2022 |
| The Player's Club | Columbia | SC | 01/2024 | 05/2024 |
| Oxford Retirement Advisors | Atlanta | GA | 06/2024 | Present |
| Madison Avenue Securities | San Diego | CA | 06/2024 | Present |
1.) Name: Oxford Retirement Advisors; Address: 1455 Lincoln Pkwy Ste. 325, Atlanta, GA 30346; Investment Related: Yes; Position: Financial Planning Assistant; Duties: Managing Office files, performing administrative tasks, collecting, and organizing client information, scheduling meetings and processing client onboarding, and assisting in developing marketing campaigns; Hour Per Week: 40 Hours; Start Date: 08/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-01 |
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