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Advisor at BUCKHEAD CAPITAL 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 |
|---|---|---|---|---|---|---|
| BUCKHEAD CAPITAL MANAGEMENT, LLC | Other adviser | May 28, 2024 | n/a | yes | ATLANTA, GA | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Mar 2, 2021 | Jun 4, 2024 | no | ATLANTA, GA|ATLANTA, GA|ATLANTA, GA | Previous registration |
| BB&T SECURITIES, LLC | Former SEC adviser | Oct 24, 2017 | Mar 2, 2021 | no | ATLANTA, GA|RICHMOND, VA | Previous registration |
| FWI WEALTH MANAGEMENT LLC | State registered | Sep 3, 2013 | Oct 13, 2017 | no | ATLANTA, GA|Atlanta, GA|Atlanta, GA | Previous registration |
| USAA FINANCIAL PLANNING SERVICES | Former SEC adviser | Aug 18, 2011 | Sep 4, 2013 | no | ATLANTA, GA | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Feb 28, 2005 | Aug 4, 2011 | no | ATLANTA, GA|ATLANTA, GA | Previous registration |
| GV FINANCIAL ADVISORS, INC. | n/a | Apr 25, 2003 | Jan 7, 2005 | no | ATLANTA, GA | Previous registration |
| JOYN ADVISORS, INC. | Former SEC adviser | Apr 24, 2003 | Jan 7, 2005 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | BUCKHEAD CAPITAL MANAGEMENT, LLC | Jun 4, 2024 | May 28, 2024 | -7 | Firm change | Other |
| BB&T SECURITIES, LLC | TRUIST ADVISORY SERVICES, INC. | Mar 2, 2021 | Mar 2, 2021 | 0 | Bulk transfer | Ibd to ibd |
| FWI WEALTH MANAGEMENT LLC | BB&T SECURITIES, LLC | Oct 13, 2017 | Oct 24, 2017 | 11 | Firm change | Other |
| USAA FINANCIAL PLANNING SERVICES | FWI WEALTH MANAGEMENT LLC | Sep 4, 2013 | Sep 3, 2013 | -1 | Firm change | Other |
| RAYMOND JAMES & ASSOCIATES, INC. | USAA FINANCIAL PLANNING SERVICES | Aug 4, 2011 | Aug 18, 2011 | 14 | Firm change | Ibd to new firm |
| GV FINANCIAL ADVISORS, INC. | RAYMOND JAMES & ASSOCIATES, INC. | Jan 7, 2005 | Feb 28, 2005 | 52 | Firm change | Other |
| JOYN ADVISORS, INC. | GV FINANCIAL ADVISORS, INC. | Jan 7, 2005 | Apr 25, 2003 | -623 | Firm change after gap | Other |