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The Arts Center Tower 1270 West Peachtree Street, Suite 3, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-02 |
Branch Locations
The Arts Center Tower 1270 West Peachtree Street, Suite 3, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lakeview Capital Partners, Llc | Atlanta | GA | 08/2015 | 04/2022 |
| Cardea Capital Advisors, Llc | Atlanta | GA | 01/2021 | 02/2023 |
| Cardea Capital Group, Inc. | Atlanta | GA | 01/2021 | 02/2023 |
| Lcp Institutional, Llc | Atlanta | GA | 01/2003 | Present |
Chestnut Hill College Investment Committee - start date: 10/31/2024 - 9601 Germantown Avenue, Philadelphia, PA 19118 - member of a college investment committee - 30 minutes dedicated per month, not during trading hours - not investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-04-07 |
| S65 | Uniform Investment Adviser Law Examination | 1994-05-04 |
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