Forward Systems buyer-window signal capture

Evidence

• City of Alpharetta commercial permit BC260294, Commercial Interior Finish/Remodel, case name Jennings Executive Search, 2325 Lakeview Parkway 275, Alpharetta, GA 30009: entered September 29, 2026, Issue Permit task completed October 14, 2026, result ISSUED, target end October 13, 2027.
• The firm's contact page gives its office as 211 Perimeter Center Pkwy, Suite 110, Atlanta, Georgia 30346, and describes Jennings Executive Search as a boutique firm focused on strategic talent for growth-driven enterprises; the page carries a 2026 copyright.
• The firm's team page names Jon Jennings as Founder and Managing Partner, established in 2014, and lists thirteen people: the founder, partners, executive recruiters and an operations manager whose bio mentions implementing technology solutions; no IT title.

Practical opening

“Alpharetta issued an interior finish permit on October 14 for a Jennings Executive Search suite at 2325 Lakeview Parkway. The firm's own site still gives Perimeter Center, Atlanta, as its office, so this is a move. That suggests the new suite's network, phones and circuit get decided within weeks. We could quote the move as a fixed project beside whoever supports them now.”

Claim boundaryDo not say the firm is switching IT providers, that the suite's size or move-in date is known, or that the permit sets a deadline for choosing a vendor; the records show a permit, its dates and the firm's current address, nothing about vendors.

An incumbent IT provider is likely and unnamed in any record; the firm's email domain publishes a strict DMARC policy with reports to the founder's own mailbox, so someone is already minding its mail

Decision ownerJon Jennings, Founder and Managing Partner · Contact not enriched for this preview

Evidence

• The SEC's adviser register for Legacy Partners Financial Group, LLC (CRD 137025, SEC file 801-137399) shows jurisdiction SEC, status Approved, effective 9/29/2026, and jurisdiction Georgia, status Approved, effective 2/22/2021; the latest Form ADV was filed 09/30/2026.
• Form ADV gives the principal office as 123 Mill Street, Woodstock, Georgia 30188, reports approximately 10 employees excluding clerical workers (Item 5.A), and Schedule A lists Jason Paul Flurry as managing member, president and chief compliance officer since 08/2005, ownership code E.
• The firm's site names Jason P. Flurry, CFP, as President and Founder, gives its address as 123 Mill Street, Woodstock, GA 30188 with a main line, and describes retirement planning, investment management and insurance services; the footer carries a 2025 copyright.

Practical opening

“The SEC register shows Legacy Partners, Georgia-registered since 2021, became SEC-registered on September 29, 2026. Form ADV reports 10 employees at 123 Mill Street, Woodstock, with Jason Flurry as president and compliance officer. That suggests the firm is writing down its security set-up for its first SEC exam. We could set up the security programme the registration brings, beside whoever supports them now.”

Claim boundaryDo not say the firm is switching IT providers, that the SEC registration sets a deadline for one, or that its systems changed; the records show a registration switch with its dates, the office, the headcount and the owner, nothing about vendors.

The join is early, not urgent: the registration changes the regulator, not the office, and nothing sets a date, so the record could read the same in six months; an incumbent IT provider is likely and unnamed

Decision ownerJason P. Flurry, President and Founder · Contact not enriched for this preview