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Current Employers
Global Investment Advisory

1600 Pennsylvania Avenue, Mcdonough, GA 30253 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-07-06
  • GA RA
    APPROVED
    Since 2026-07-06

Branch Locations

1600 Pennsylvania Avenue, Mcdonough, GA 30253 • United States

Cape Investment Advisory, Inc.

1600 Pennsylvania Ave., Mcdonough, GA 30253 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-11-24
  • GA RA
    APPROVED
    Since 2025-11-24

Branch Locations

1600 Pennsylvania Ave., Mcdonough, GA 30253 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfs Investments Inc. Duluth GA 01/2009 04/2022
Terra Wealth Management, Llc Lawrenceville GA 04/2022 05/2025
American Global Wealth Management Mcdonough GA 05/2025 Present
Cape Investment Advisory, Inc Mcdonough GA 11/2025 Present
Global Investment Advisory Mcdonough GA 07/2026 Present
  • 01/2009 → 04/2022
    Pfs Investments Inc.
    Duluth, GA
  • 04/2022 → 05/2025
    Terra Wealth Management, Llc
    Lawrenceville, GA
  • 05/2025 → Present
    American Global Wealth Management
    Mcdonough, GA
  • 11/2025 → Present
    Mcdonough, GA
  • 07/2026 → Present
    Mcdonough, GA
Previous Registrations
  • 2022-11-21 → 2025-04-28
    Lawrenceville, GA
    High Point, NC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-12-14
S65 Uniform Investment Adviser Law Examination 2022-10-28
  • S63 Uniform Securities Agent State Law Examination
    2025-12-14
  • S65 Uniform Investment Adviser Law Examination
    2022-10-28

View on SEC IAPD

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