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Advisor at REGENT PEAK WEALTH ADVISORS, 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 |
|---|---|---|---|---|---|---|
| REGENT PEAK WEALTH ADVISORS, LLC | Independent wealth | Mar 16, 2026 | n/a | yes | ATLANTA, GA|ATLANTA, GA | Current employment |
| VIRTUS INVESTMENT ADVISERS, LLC | Asset manager | Aug 27, 2021 | May 26, 2022 | no | HARTFORD, CT|ATLANTA, GA | Previous registration |
| VOYA INVESTMENT MANAGEMENT CO. LLC | Asset manager | May 22, 2020 | Aug 5, 2021 | no | ATLANTA, GA|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VIRTUS INVESTMENT ADVISERS, LLC | REGENT PEAK WEALTH ADVISORS, LLC | May 26, 2022 | Mar 16, 2026 | 1,390 | Firm change after gap | Other |
| VOYA INVESTMENT MANAGEMENT CO. LLC | VIRTUS INVESTMENT ADVISERS, LLC | Aug 5, 2021 | Aug 27, 2021 | 22 | Firm change | Other |