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David Griswold Curry

Epg Wealth Management LLC

Atlanta, GA

CRD 4506561

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Employer firm

Epg Wealth Management LLC CRD 302075

$579M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Epg Wealth Management Llc

309 East Paces Ferry Rd Ne Ste 900, Atlanta, GA 30305 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2022-08-18
LA RA APPROVED 2021-01-06
TX RA APPROVED 2019-06-05
GA RA APPROVED 2019-06-03
  • NE RA
    APPROVED
    Since 2022-08-18
  • LA RA
    APPROVED
    Since 2021-01-06
  • TX RA
    APPROVED
    Since 2019-06-05
  • GA RA
    APPROVED
    Since 2019-06-03

Branch Locations

309 East Paces Ferry Rd Ne Ste 900, Atlanta, GA 30305 • 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 No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Triad Advisors, Inc. Norcross GA 06/2014 03/2017
Acg Wealth Atlanta GA 06/2014 11/2020
Arkadios Capital Atlanta GA 03/2017 Present
Epg Wealth Management Llc Atlanta GA 04/2019 Present
  • 06/2014 → 03/2017
    Triad Advisors, Inc.
    Norcross, GA
  • 06/2014 → 11/2020
    Acg Wealth
    Atlanta, GA
  • 03/2017 → Present
    Arkadios Capital
    Atlanta, GA
  • 04/2019 → Present
    Atlanta, GA
Previous Registrations
  • 2014-06-11 → 2020-11-20
    Acg Wealth Inc.
    Atlanta, GA
    Atlanta, GA
  • 2010-07-12 → 2014-06-11
    Securian Financial Services, Inc.
    Atlanta, GA
  • 2010-07-27 → 2014-06-11
    Joyn Advisors, Inc.
    Atlanta, GA
  • 2010-07-27 → 2011-12-06
    Gv Financial Advisors, Inc.
    Atlanta, GA
  • 2005-10-25 → 2010-05-24
    Truist Investment Services, Inc.
    Saint Simons Island, GA
    Saint Simons Island, GA
    Brunswick, GA
    Atlanta, GA
    Brunswick, GA
Other Businesses

1. Curry & Co., LLP, 3395 West Paces Ferry Court NW, Atlanta, GA, Non-investment related, DBA, Title: Management started July 7, 2014, 0 HRS/Month. 2. RCM Capital LLC, 3400 Stratford Road NE, #3406, Atlanta GA, Non-Investment related, DBA, Management started June 15, 2018, 5 HRS/Month, 0 HRS/Month during securities trading hours. 3. East Paces Group, 309 East Paces Ferry Rd NE, Ste 900, Atlanta GA, Advisory firm, Principal started 4/1/2019, 80hrs/month, 1 hr/month during securities trading hours. Combination of business distributions and salary.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-02
S63 Uniform Securities Agent State Law Examination 2002-03-05
  • S66 Uniform Combined State Law Examination
    2005-09-02
  • S63 Uniform Securities Agent State Law Examination
    2002-03-05
Designations
  • Certified Financial Planner

View on SEC IAPD

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