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3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-01-31 |
| OR | RA | APPROVED | 2025-01-31 |
| SC | RA | APPROVED | 2025-01-31 |
| IL | RA | APPROVED | 2021-02-16 |
| AZ | RA | APPROVED | 2016-11-08 |
Branch Locations
9375 E. Shea, Scottsdale, AZ 85260 • United States
3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • 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 |
|---|---|---|---|---|
| Ifs Securities, Inc. | Atlanta | GA | 02/2014 | 12/2019 |
| Cabot Lodge Securities Llc | Atlanta | GA | 10/2019 | Present |
| Sb Advisory, Llc | Atlanta | GA | 09/2016 | Present |
1) Bowman Wealth Management LLC, not investment related, LLC set up to pay taxes, Scottsdale, AZ, CEO, 11/2016, zero hours per month and zero hours during trading hours, pay taxes. 2) SB Advisory, LLC formerly IFS Advisory, LLC, Investment Related, Atlanta, GA, RIA, financial advisor, 9/2016, 100 hours per month, 5 hours during trading hours, find clients and advise them.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-25 |
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