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Inactive

John R Massey

Marietta Wealth Management, LLC

Marietta, GA

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Current Employers
Marietta Wealth Management, Llc

472 N. Sessions Street Unit #24, Marietta, GA 30060 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-03-04
  • GA RA
    APPROVED
    Since 2020-03-04

Branch Locations

472 N. Sessions Street Unit #24, Marietta, GA 30060 • 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
Qualified Plans, Llc Savannah GA 05/1997 12/2018
Marietta Wealth Management Marietta GA 01/2019 Present
  • 05/1997 → 12/2018
    Qualified Plans, Llc
    Savannah, GA
  • 01/2019 → Present
    Marietta Wealth Management
    Marietta, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-24
S66 Uniform Combined State Law Examination 2003-02-18
  • S65 Uniform Investment Adviser Law Examination
    2020-02-24
  • S66 Uniform Combined State Law Examination
    2003-02-18

View on SEC IAPD

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ATHANASIOS NICK BAFAS
JOHN MICHAEL DICZOK
LOIS ANN BAFAS
CHRISTOPHER DENNIS WRIGHT
BENITO CANALES
Erica L Carson

Other Offices

SENTARA CAPITAL · MARIETTA, GA
ANOVEST INVESTMENT ADVISORS · MARIETTA, GA
THIRD ACT RETIREMENT PLANNING, INC. · MARIETTA, GA
OSAIC WEALTH, INC. · MARIETTA, GA
WELLS FARGO CLEARING SERVICES, LLC · MARIETTA, GA
EDWARD JONES · Marietta, GA
FIFTH THIRD SECURITIES, INC. · MARIETTA, GA
TRUIST ADVISORY SERVICES, INC. · MARIETTA, GA

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