Giving More...Across the Country

While our offices are currently located in Weston, FL and Atlanta, GA, we feel geography is no longer a limitation to developing a successful client-advisor relationship. Today's virtual world enables us to connect with you no matter where you live. We're registered to discuss and/or transact securities business with residents of the following states: AK, CA, CO, CT, FL, GA, MA, MD, ME, MS, NC, NJ, NM, NV, NY, OH, OR, PA, TN, TX, VA, WY.

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Our Offices

1560 Sawgrass Corporate Parkway
4th Floor
Sunrise, Florida 33323
Fax: 954-888-4788

200 Ashford Center N.
Suite 400
Atlanta, GA 30338
Fax: 770-353-6338