Summer Anne Roberts

Current Employers

Family Capital Advisors, Llc

Atlanta, GA • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2018-03-28

GA RA
APPROVED

Since 2018-03-28

Branch Locations

Atlanta, GA • 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

Organization	City	State	From	To
Lakeview Capital Partners, Llc	Atlanta	GA	02/2014	03/2018
Sterne Agee Financial Services, Inc.	Atlanta	GA	02/2014	03/2018
Purshe Kaplan Sterling Investments	Albany	NY	03/2018	Present
Family Capital Advisors, Llc	Atlanta	GA	03/2018	Present

02/2014 → 03/2018

Lakeview Capital Partners, Llc

Atlanta, GA
02/2014 → 03/2018

Sterne Agee Financial Services, Inc.

Atlanta, GA
03/2018 → Present

Purshe Kaplan Sterling Investments

Albany, NY
03/2018 → Present

Family Capital Advisors, Llc

Atlanta, GA

Previous Registrations

2014-02-10 → 2021-07-12

Bison Wealth, Llc

Atlanta, GA
2012-08-16 → 2014-02-10

Aprio Wealth Management, Llc

Atlanta, GA
2007-04-05 → 2012-04-11

Morgan Keegan & Company, Llc

Atlanta, GA

Other Businesses

1. Family Capital Advisors-Investment related-100 Whispering Way, Atlanta, GA,30328-RIA-Managing director/Portfolio manager-02/2018-130 hrs/mth-90 during trading hrs-Financial and Investment planning for Individuals. 2. Fixed Insurance-Not investment related-100 Whispering Way, Atlanta, GA,30328-Insurance Planning-Advisor-3/2018-10 Hrs/mth-10 during trading hrs-Insurance planning-Life & LTC.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-03-30

S66 Uniform Combined State Law Examination

2007-03-30

Designations

Other Names

Summer Anne Roberts
Summer Anne Odom
Summer Roberts Odom

View on SEC IAPD