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Benjamin David Esser

Inlight Wealth

Atlanta, GA

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Current Employers
Inlight Wealth

1 Glenlake Parkway Suite 975, Atlanta, GA 30328 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2017-11-21
  • GA RA
    APPROVED
    Since 2017-11-21

Branch Locations

1 Glenlake Parkway Suite 975, Atlanta, GA 30328 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Global Markets, Inc. Atlanta GA 09/2008 10/2017
Morgan Stanley Smith Barney Atlanta GA 06/2009 10/2017
Inlight Wealth Management, Llc Atlanta GA 10/2017 Present
  • 09/2008 → 10/2017
    Citigroup Global Markets, Inc.
    Atlanta, GA
  • 06/2009 → 10/2017
    Morgan Stanley Smith Barney
    Atlanta, GA
  • 10/2017 → Present
    Inlight Wealth Management, Llc
    Atlanta, GA
Previous Registrations
  • 2009-06-01 → 2017-10-16
    Morgan Stanley
    Atlanta, GA
  • 2008-09-30 → 2009-06-01
    Citigroup Global Markets Inc.
    Atlanta, GA
  • 2007-04-02 → 2008-09-22
    Morgan Stanley & Co. Llc
    Atlanta, GA
  • 2004-11-30 → 2007-04-02
    Morgan Stanley Dw Inc.
    Atlanta, GA
    Atlanta, GA
Other Businesses

RENTAL PROPERTY: LANDLORD; NOT INVESTMENT-RELATED; 0.5 HOURS AFTER SECURITIES TRADING HOURS; 0 HOURS DURING BUSINESS HOURS; 02/2012

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-06-22
S63 Uniform Securities Agent State Law Examination 2000-10-25
  • S65 Uniform Investment Adviser Law Examination
    2004-06-22
  • S63 Uniform Securities Agent State Law Examination
    2000-10-25
Designations
Other Names
  • Ben Esser
  • Benjamin David Esser

View on SEC IAPD

Other Firms

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HB WEALTH
BISON WEALTH, LLC
BRIGHTER INVESTING, PB LLC
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NEWEDGE ADVISORS
EQUITY SERVICES, INC.

Other Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

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