Best Investors Account Sign in
Current Employers
Cahaba Wealth Management, Inc.

1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-17
TN RA APPROVED 2025-04-22
TX RA APPROVED_RES 2010-04-30
AL RA APPROVED 2010-04-28
GA RA APPROVED 2009-12-01
  • FL RA
    APPROVED
    Since 2025-11-17
  • TN RA
    APPROVED
    Since 2025-04-22
  • TX RA
    APPROVED_RES
    Since 2010-04-30
  • AL RA
    APPROVED
    Since 2010-04-28
  • GA RA
    APPROVED
    Since 2009-12-01

Branch Locations

1222 Demonbreun Street Suite 1635, Nashville, TN 37203 • United States

1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309 • United States

3800 Colonnade Parkway Suite 630, Birmingham, AL 35243 • 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
Creative Atlanta GA 07/1996 Present
Cahaba Wealth Management Atlanta GA 11/2009 Present
  • 07/1996 → Present
    Creative
    Atlanta, GA
  • 11/2009 → Present
    Cahaba Wealth Management
    Atlanta, GA
Previous Registrations
  • 2001-12-06 → 2009-11-30
    Creative Financial Group Ltd
    Atlanta, GA
    Atlanta, GA
  • 2002-10-25 → 2007-05-21
    Atlanta, GA
    Atlanta, GA
Other Businesses

1. BLACK DOG, LLC - INVESTMENT RELATED PARTNERSHIP; TITLE: PASSIVE INVESTMENT PARTNER; RESTAURANT/BAR/RETAIL ALCOHOL SALES/INDUSTRY; Less than 1 HR PER MONTH; 0 HRS DURING TRADING 2.10/2023 Artist Clarity, Inc. ; Business Management; Non Investment Related; Partner; Currently no time spent; Artist Clarity, Inc is Business Management. Including Payroll, Bill Pay, Invoice Management, Collections and Planning.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-10-14
S63 Uniform Securities Agent State Law Examination 1997-06-24
  • S65 Uniform Investment Adviser Law Examination
    2002-10-14
  • S63 Uniform Securities Agent State Law Examination
    1997-06-24
Designations
Other Names
  • Brian Patrick Oneill

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Nashville, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor