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490 N. Milledge Ave, Athens, GA 30601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-11 |
| TN | RA | APPROVED | 2024-12-18 |
Branch Locations
8275 Tournament Drive Suite 155, Memphis, TN 38120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Wealth Management Inc. | Memphis | TN | 04/2003 | Present |
| Advocacy Wealth Management Services, Llc | Atlanta | GA | 09/2006 | Present |
FAMILY WEALTH MANAGEMENT SERVICES INC.; INVESTMENT RELATED; ATLANTA, GA; INVESTMENT ADVISORY; CHIEF FINANCIAL OFFICER; 04/2003; 160 HOURS/MONTH (130 TRADING HOURS/MONTH); SUPERVISION OF THE FIRM'S FINANCIAL SITUATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-14 |
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