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Current Employers
Adapt Wealth Advisors, Llc

6285 Barfield Rd. Suite 250, Atlanta, GA 30328 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-05
GA RA APPROVED 2024-02-15
  • TX RA
    APPROVED
    Since 2024-06-05
  • GA RA
    APPROVED
    Since 2024-02-15

Branch Locations

6285 Barfield Rd. Suite 250, Atlanta, GA 30328 • 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
Ameriprise Financial Services, Inc. Atlanta GA 09/2005 02/2024
Adapt Wealth Advisors Atlanta GA 02/2024 Present
Canton Street Strategies, Llc Atlanta GA 01/2026 Present
  • 09/2005 → 02/2024
    Ameriprise Financial Services, Inc.
    Atlanta, GA
  • 02/2024 → Present
    Adapt Wealth Advisors
    Atlanta, GA
  • 01/2026 → Present
    Canton Street Strategies, Llc
    Atlanta, GA
Previous Registrations
Other Businesses

1) LOT IN ST. MARY'S, GA; NON- INVESTMENT RELATED; APPROX HRS SPENT: 1 HOUR PER YEAR 2) BUSINESS OWNERSHIP; 6285 BARFIELD, SUITE 250, ATLANTA, GA, 30328; NON-INVESTMENT-RELATED; 07/16/2021; APPROX HRS SPENT:10 TO 19 HOURS PER MONTH; APPROX HRS SPENT DURING TRADING HOURS:1 TO 9 HOURS 3) BRYANT PEABODY, LLC; NON- INVESTMENT RELATED; 6324 RIVERSIDE DR, ATLANTA, GA, 30328; PASSIVE INVESTMENT; START DATE: 05/2021; APPROX HRS SPENT: 2 HRS PER WEEK; APPROX HRS SPENT DURING TRADING HOURS: 1 HR PER WEEK 4) TAKODA REAL ESTATE; NON-INVESTMENT RELATED; REAL ESTATE SINGLE FAMILY HOUSE IN JONESBORO GA; START DATE: 03/25/2025; APPROX HRS SPENT: 5 HRS PER YEAR; APPROX HRS SPENT DURING TRADING HOURS: 1 HR PER YEAR 5) KICKAPOO LLC; INVESTMENT RELATED; OIL AND GAS; START DATE: 06/11/2025; APPROX HRS SPENT: 5 HRS PER WEEK; APPROX HRS SPENT DURING TRADING HOURS: 2 HR PER WEEK 6) 1014 CANTON STREET LLC; NON-INVESTMENT RELATED; START DATE: 01/5/2026; APPROX HRS SPENT: 1 HR PER WEEK; APPROX HRS SPENT DURING TRADING HOURS: 1 HR PER WEEK 7) WIGEONS; NON-INVESTMENT RELATED; START DATE: 09/21/2020; CONSULTING FOR ADAPT WEALTH AND BRYANT PEABODY; START DATE: 09/21/2020; APPROX HRS SPENT: 5 HRS PER WEEK; APPROX HRS SPENT DURING TRADING HOURS: 2 HR PER WEEK

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-06-28
S63 Uniform Securities Agent State Law Examination 1998-07-29
  • S65 Uniform Investment Adviser Law Examination
    2012-06-28
  • S63 Uniform Securities Agent State Law Examination
    1998-07-29
Designations

View on SEC IAPD

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