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Current Employers
Unified Investment Management

One Glenlake Parkway Suite 650, Atlanta, GA 30328 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-05-01
  • GA RA
    APPROVED
    Since 2023-05-01

Branch Locations

One Glenlake Parkway Suite 650, Atlanta, GA 30328 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Register & Akers Investments Inc. Atlanta GA 09/2000 09/2018
Register & Akers Advisory Services, Llc. Atlanta GA 08/2007 09/2018
Acg Wealth Atlanta GA 10/2018 10/2021
Mercer Advisors Atlanta GA 11/2021 03/2023
Register Financial Atlanta GA 09/2000 09/2018
Unified Investment Management Atlanta GA 03/2023 Present
  • 09/2000 → 09/2018
    Register & Akers Investments Inc.
    Atlanta, GA
  • 08/2007 → 09/2018
    Register & Akers Advisory Services, Llc.
    Atlanta, GA
  • 10/2018 → 10/2021
    Acg Wealth
    Atlanta, GA
  • 11/2021 → 03/2023
    Mercer Advisors
    Atlanta, GA
  • 09/2000 → 09/2018
    Register Financial
    Atlanta, GA
  • 03/2023 → Present
    Atlanta, GA
Previous Registrations
  • 2022-04-08 → 2023-03-16
    Atlanta, GA
    Denver, CO
    Atlanta, GA
  • 2018-10-05 → 2022-12-16
    Acg Wealth Inc.
    Atlanta, GA
  • 2007-08-08 → 2018-10-01
    Atlanta, GA
  • 2005-10-14 → 2007-08-14
    Register Financial Associates, Inc.
    Atlanta, GA
    Atlanta, GA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-10-15
  • S63 Uniform Securities Agent State Law Examination
    2001-10-15
Designations
Other Names
  • David Travis Weitz

View on SEC IAPD

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