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Advisor at PACES FERRY 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 |
|---|---|---|---|---|---|---|
| PACES FERRY WEALTH ADVISORS, LLC | Independent wealth | Aug 8, 2024 | n/a | yes | ATLANTA, GA | Current employment |
| LOFTIN WEALTH PARTNERS | Independent wealth | Mar 3, 2022 | May 13, 2024 | no | JOHNS CREEK, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LOFTIN WEALTH PARTNERS | PACES FERRY WEALTH ADVISORS, LLC | May 13, 2024 | Aug 8, 2024 | 87 | Firm change | RIA to RIA |