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David Robert Bockel

Crawford Investment Counsel Inc

Atlanta, GA

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Current Employers
Crawford Investment Counsel Inc

600 Galleria Parkway, Se Suite 1650, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-10-24
  • GA RA
    APPROVED
    Since 2022-10-24

Branch Locations

600 Galleria Parkway, Se Suite 1650, Atlanta, GA 30339 • 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
Caldwell & Orkin, Inc. Norcross GA 03/2000 12/2017
Alps Distributors, Inc. Denver CO 11/2009 10/2016
Old Ivy Asset Management, Llc Atlanta GA 07/2018 12/2021
Unemployed Atlanta GA 01/2018 06/2018
Resource Planning Group, Ltd. Atlanta GA 04/2021 09/2022
Crawford Investment Counsel, Inc. Atlanta GA 09/2022 Present
  • 03/2000 → 12/2017
    Caldwell & Orkin, Inc.
    Norcross, GA
  • 11/2009 → 10/2016
    Alps Distributors, Inc.
    Denver, CO
  • 07/2018 → 12/2021
    Old Ivy Asset Management, Llc
    Atlanta, GA
  • 01/2018 → 06/2018
    Unemployed
    Atlanta, GA
  • 04/2021 → 09/2022
    Resource Planning Group, Ltd.
    Atlanta, GA
  • 09/2022 → Present
    Crawford Investment Counsel, Inc.
    Atlanta, GA
Previous Registrations
  • 2021-04-26 → 2022-10-09
    Resource Planning Group, Ltd.
    Atlanta, GA
  • 2018-08-13 → 2021-12-16
    Old Ivy Asset Management
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-21
S63 Uniform Securities Agent State Law Examination 2002-05-14
  • S65 Uniform Investment Adviser Law Examination
    2018-05-21
  • S63 Uniform Securities Agent State Law Examination
    2002-05-14
Designations

View on SEC IAPD

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BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
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