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Advisor at EPG WEALTH MANAGEMENT LLC
ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| EPG WEALTH MANAGEMENT LLC | Independent wealth | Jun 3, 2019 | n/a | yes | ATLANTA, GA | Current employment |
| ACG WEALTH INC. | Former SEC adviser | Jun 11, 2014 | Nov 20, 2020 | no | ATLANTA, GA|Atlanta, GA | Previous registration |
| GV FINANCIAL ADVISORS, INC. | n/a | Jul 27, 2010 | Dec 6, 2011 | no | ATLANTA, GA | Previous registration |
| JOYN ADVISORS, INC. | Former SEC adviser | Jul 27, 2010 | Jun 11, 2014 | no | ATLANTA, GA | Previous registration |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Jul 12, 2010 | Jun 11, 2014 | no | ATLANTA, GA | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Oct 25, 2005 | May 24, 2010 | no | SAINT SIMONS ISLAND, GA|SAINT SIMONS ISLAND, GA|BRUNSWICK, GA|ATLANTA, GA|BRUNSWICK, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ACG WEALTH INC. | EPG WEALTH MANAGEMENT LLC | Nov 20, 2020 | Jun 3, 2019 | -536 | Firm change after gap | Other |
| JOYN ADVISORS, INC. | ACG WEALTH INC. | Jun 11, 2014 | Jun 11, 2014 | 0 | Firm change | Other |
| SECURIAN FINANCIAL SERVICES, INC. | GV FINANCIAL ADVISORS, INC. | Jun 11, 2014 | Jul 27, 2010 | -1,415 | Firm change after gap | Other |
| GV FINANCIAL ADVISORS, INC. | JOYN ADVISORS, INC. | Dec 6, 2011 | Jul 27, 2010 | -497 | Firm change after gap | Other |
| SUNTRUST INVESTMENT SERVICES, INC. | SECURIAN FINANCIAL SERVICES, INC. | May 24, 2010 | Jul 12, 2010 | 49 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 150419:302075:GA:2020-11-20 | Nov 20, 2020 | Jun 3, 2019 | ATLANTA, GA | Firm change after gap |