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Patrick Michael Malloy

Capsouth Wealth Management

Brookhaven, GA

Dothan, AL

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Current Employers
Capsouth Wealth Management

2216 W. Main Street, Dothan, AL 36301 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-03-23
  • GA RA
    APPROVED
    Since 2026-03-23

Branch Locations

Brookhaven, GA • United States

2216 W. Main Street, Dothan, AL 36301 • 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
Capital Investment Advisors, Llc Atlanta GA 01/2015 12/2025
Wela Strategies, Llc Atlanta GA 01/2015 02/2017
Wela Strategies, Inc. Atlanta GA 02/2017 12/2025
Capsouth Partners Inc. Dothan AL 03/2026 Present
Waypoint Wealth Counsel Llc Atlanta GA 12/2025 02/2026
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-05-11
S63 Uniform Securities Agent State Law Examination 1999-11-10
  • S66 Uniform Combined State Law Examination
    2012-05-11
  • S63 Uniform Securities Agent State Law Examination
    1999-11-10
Designations
Other Names
  • Pat Malloy

View on SEC IAPD

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