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1600 Pennsylvania Ave., Mcdonough, GA 30253 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-18 |
| DE | RA | APPROVED | 2024-03-11 |
| CO | RA | APPROVED | 2024-01-03 |
| HI | RA | APPROVED | 2024-01-03 |
| PA | RA | APPROVED | 2024-01-03 |
| RI | RA | APPROVED | 2024-01-03 |
| VA | RA | APPROVED | 2024-01-03 |
| OH | RA | APPROVED | 2023-03-07 |
| SC | RA | APPROVED | 2022-09-20 |
| GA | RA | APPROVED | 2021-06-11 |
| NC | RA | APPROVED | 2021-03-26 |
| TX | RA | APPROVED | 2020-07-10 |
| MD | RA | APPROVED | 2016-08-31 |
Branch Locations
1600 Pennsylvania Ave., Mcdonough, GA 30253 • United States
1362 Mellon Road Suite 100, Hanover, MD 21076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cape Securities, Inc. | Mcdonough | GA | 08/2016 | 12/2022 |
| Cape Investment Advisory Inc. | Mcdonough | GA | 08/2016 | Present |
| American Global Wealth Management, Inc. | Mcdonough | GA | 01/2023 | Present |
1. TREASURED ISLAND FAMILY LIMITED PARTNERSHIP 4 WASHINGTON AVENUE WESTPORT, CT 06880. FAMILY REAL ESTATE PARTNERSHIP 2 HRS/WK, GENERAL PARTNER. 2. BENEFITS ADVISER GEBA (GOVERNMENT EMPLOYEE BENEFITS ASSOCIATION) AND GEMBA (GOVERNMENT EMPLOYEE MUTUAL BENEFITS ASSOCIATION), 1362 MELLON RD SUITE 100 HANOVER, MD 21076, 40 HOURS/WEEK, ALL BUSINESS RAN THROUGH BROKER/DEALER. 3. THE MILNER GROUP; 1362 MELLON RD SUITE 100 HANOVER, MD 21076, POSITION OF AGENT SINCE 2016 FOR INSURANCE (UNIVERSAL LIFE AND TERM LIFE) AND ANNUITIES (FIXED AND INDEXED); 10-15 HOURS MONTH SPENT ON ACTIVITY WITH 10 DURING TRADING HOURS. 4. TRUCHOICE FINANCIAL 1362 MELLON RD SUITE 100 HANOVER, MD 21076; POSITION OF AGENT SINCE 2016 FOR LIFE INSURANCE AND FIXED, INDEXED ANNUITIES; 20-25 HOURS/MONTH WITH 10 DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-13 |
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