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Advisor at MARTINWRIGHT ADVISORY, LLC
ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MARTINWRIGHT ADVISORY, LLC | Independent wealth | Dec 2, 2025 | n/a | yes | ATLANTA, GA | Current employment |
| TRU INDEPENDENCE ASSET MANAGEMENT, LLC | Independent wealth | Nov 14, 2025 | Feb 6, 2026 | no | PORTLAND, OR|ATLANTA, GA | Previous registration |
| CREDIT SUISSE SECURITIES (USA) LLC | Former SEC adviser | Oct 10, 2008 | Dec 13, 2012 | no | NEW YORK, NY|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRU INDEPENDENCE ASSET MANAGEMENT, LLC | MARTINWRIGHT ADVISORY, LLC | Feb 6, 2026 | Dec 2, 2025 | -66 | Firm change after gap | RIA to new firm |
| CREDIT SUISSE SECURITIES (USA) LLC | TRU INDEPENDENCE ASSET MANAGEMENT, LLC | Dec 13, 2012 | Nov 14, 2025 | 4,719 | Firm change after gap | Other |