Kurt Thomas Momand

Current Employers

Advocacy Wealth Management, Llc

3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-08-26
GA	RA	APPROVED	2024-11-21

TX RA
APPROVED

Since 2026-08-26
GA RA
APPROVED

Since 2024-11-21

Branch Locations

3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • 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

Organization	City	State	From	To
Montag & Caldwell, Llc	Atlanta	GA	09/2010	09/2025
Advocacy Wealth Management, Llc	Atlanta	GA	08/2024	Present

09/2010 → 09/2025

Montag & Caldwell, Llc

Atlanta, GA
08/2024 → Present

Advocacy Wealth Management, Llc

Atlanta, GA

Previous Registrations

2003-11-18 → 2025-09-24

Montag & Caldwell, An Advocacy Wealth Company

Atlanta, GA

Other Businesses

YOUNG HARRIS COLLEGE; NOT INVESTMENT RELATED; P.O. BOX 98 YOUNG HARRIS, GA 30582; PRIVATE COLLEGE; TRUSTEE; STARTED 4/2009; 2HRS/MO; 3 HRS/YR DURING SECURITIES TRADING HOURS; ATTEND BOARD MEETINGS AND REVIEW MATERIALS.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2003-12-22

S63 Uniform Securities Agent State Law Examination

2003-12-22

Designations

View on SEC IAPD

Current Employers

Advocacy Wealth Management, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews