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RIA / WealthAdvisor12 years in industry

John Allan Duncan

Advisor at WRIGHT WEALTH LLC

Peachtree City, GA | ATLANTA, GA

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Search this name across graphsid dfx:ria:3b5086fe-5c69-c083-d909-60a34f6bb5f3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Oct 24, 2014 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WRIGHT WEALTH LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Oct 22, 2014
First registration: Oct 24, 2014
Dual registered: no
IAPD individual key: 6323404

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WRIGHT WEALTH LLC	Independent wealth	Jan 17, 2024	n/a	yes	Peachtree City, GA\|ATLANTA, GA	Current employment
NOVAPOINT CAPITAL LLC	Independent wealth	Jan 27, 2022	Aug 2, 2023	no	Atlanta, GA	Previous registration
CG ADVISORY SERVICES	Independent wealth	Sep 19, 2019	Jan 7, 2022	no	Newman, GA\|WILLIAMSTON, MI\|Peach Tree City, GA\|Atlanta, GA	Previous registration
FISCAL WISDOM WEALTH MANAGEMENT LLC	Independent wealth	Apr 10, 2019	Oct 2, 2019	no	Peachtree City, GA\|CANTON, CT	Previous registration
EDWARD JONES	National bd RIA	Oct 24, 2014	Apr 12, 2019	no	PEACHTREE CITY, GA\|ST LOUIS, MO\|NEWNAN, GA\|SENOIA, GA\|Newnan, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NOVAPOINT CAPITAL LLC	WRIGHT WEALTH LLC	Aug 2, 2023	Jan 17, 2024	168	Firm change	RIA to RIA
CG ADVISORY SERVICES	NOVAPOINT CAPITAL LLC	Jan 7, 2022	Jan 27, 2022	20	Firm change	RIA to RIA
FISCAL WISDOM WEALTH MANAGEMENT LLC	CG ADVISORY SERVICES	Oct 2, 2019	Sep 19, 2019	-13	Firm change	RIA to RIA
EDWARD JONES	FISCAL WISDOM WEALTH MANAGEMENT LLC	Apr 12, 2019	Apr 10, 2019	-2	Firm change	Ibd to RIA

Relationships

Registered with (5)

→ WRIGHT WEALTH LLCRegistered adviserregistration: current employment
Jan 17, 2024 to presentfactForm ADV
→ NOVAPOINT CAPITAL LLCRegistered adviserregistration: previous registration
Jan 27, 2022 to Aug 2, 2023factForm ADV
→ CG ADVISORY SERVICESRegistered adviserregistration: previous registration
Sep 19, 2019 to Jan 7, 2022factForm ADV
→ FISCAL WISDOM WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Apr 10, 2019 to Oct 2, 2019factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Oct 24, 2014 to Apr 12, 2019factForm ADV

Dated events

Occurred
Aug 2, 2023
Advisor changed firm
John Allan Duncan left Novapoint Capital Llc for Wright Wealth Llc (registered 2024-01-17)
Form ADVobserved 6 days ago
Occurred
Jan 7, 2022
Advisor changed firm
John Allan Duncan left Cg Advisory Services for Novapoint Capital Llc (registered 2022-01-27)
Form ADVobserved 6 days ago