Best Investors Account Sign in
Inactive

Royce Orlando Richardson

Pr Squared Wealth Management LLC

Atlanta, GA

CRD 3068524

Claim This Profile
Employer firm

Pr Squared Wealth Management LLC CRD 309595

$12.7M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Pr Squared Wealth Management Llc

1770 The Exchange Suite 220, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-07-31
  • GA RA
    APPROVED
    Since 2020-07-31

Branch Locations

1770 The Exchange Suite 220, Atlanta, GA 30339 • 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
Madison Avenue Securities, Llc San Diego CA 08/2015 03/2018
Ameritas Advisory Services Lincoln NE 12/2019 07/2020
Ameritas Investment Company, Llc Lincoln NE 07/2019 07/2020
Eiat Wealth Management Atlanta GA 09/2012 Present
Morgan Michael Real Estate Atlanta GA 02/2003 Present
Pr Squared Wealth Management Llc Atlanta GA 07/2020 Present
  • 08/2015 → 03/2018
    San Diego, CA
  • 12/2019 → 07/2020
    Ameritas Advisory Services
    Lincoln, NE
  • 07/2019 → 07/2020
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 09/2012 → Present
    Eiat Wealth Management
    Atlanta, GA
  • 02/2003 → Present
    Morgan Michael Real Estate
    Atlanta, GA
  • 07/2020 → Present
    Atlanta, GA
Previous Registrations
  • 2019-12-03 → 2020-08-05
    Ameritas Investment Company, Llc
    Atlanta, GA
    Lincoln, NE
  • 2015-08-12 → 2018-03-26
    San Diego, CA
    San Diego, CA
    Atlanta, GA
  • 2011-11-08 → 2012-08-28
    Waddell & Reed
    Atlanta, GA
Other Businesses

EIAT WEALTH MANAGEMENT; 1 GLENLAKE PKWY STE 650, ATLANTA, GA, 30328; INV REL; INSURANCE BROKERAGE AND SALES; OWNER; START DATE=08/2011; HRS/MO=1600; TRADING HRS/MO=1600; MANAGE AGENTS IN THE BROKERAGE * MORGAN MICHAEL REAL ESTATE CONSULTANT; 1995 N PARK PL SE #570, ATLANTA, GA, 30339; INV REL; ASSIST CUSTOMERS WHO WANT TO BUY; AGENT; START DATE=02/2003; HRS/MO=10; TRADING HRS/MO=5; ASSIST BUYERS AND SELLERS WITH THEIR RESIDENTIAL PROPERITES

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-06
S63 Uniform Securities Agent State Law Examination 1998-08-31
  • S66 Uniform Combined State Law Examination
    2011-11-06
  • S63 Uniform Securities Agent State Law Examination
    1998-08-31
Other Names
  • Royce Orlando Richardson
  • Royce Richardson

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Atlanta, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor