Gerald Richard Benjamin

Current Employers

Cpa Wealth Advisors, Llc

5565 Glenridge Connector Suite 825, Atlanta, GA 30342 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2014-01-07

GA RA
APPROVED

Since 2014-01-07

Branch Locations

5565 Glenridge Connector Suite 825, Atlanta, GA 30342 • 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
Cpa Wealth Advisors, Llc	Atlanta	GA	01/2014	Present
Atlanta Equity Management, Llc	Atlanta	GA	12/2007	Present
Greensky, Llc	Atlanta	GA	01/2016	Present

01/2014 → Present

Cpa Wealth Advisors, Llc

Atlanta, GA
12/2007 → Present

Atlanta Equity Management, Llc

Atlanta, GA
01/2016 → Present

Greensky, Llc

Atlanta, GA

Other Businesses

MOG LODGING INVESTORS LLC, 5565 GLENRIDGE CONNECTOR, SUITE 825, ATLANTA, GA 30342. START DATE: 01/2006. 5 HOURS PER MONTH. CEO AND CO-FOUNDER. GREENSKY, LLC, 5565 GLENRIDGE CONNECTOR, SUITE 700, ATLANTA, GA 30342. START DATE 01/2016. 40 HOURS PER WEEK. VICE CHAIRMAN & DIRECTOR.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-12-19
S63	Uniform Securities Agent State Law Examination	2004-07-29

S65 Uniform Investment Adviser Law Examination

2013-12-19
S63 Uniform Securities Agent State Law Examination

2004-07-29

Other Names

Gerry Benjamin

View on SEC IAPD

Current Employers

Cpa Wealth Advisors, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

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