Best Investors Account Sign in
Inactive

Ava Arjmand

Advocacy Wealth Management, LLC

Atlanta, GA

Claim This Profile
Current Employers
Advocacy Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-08-26
GA RA APPROVED 2025-10-27
  • TX RA
    APPROVED_RES
    Since 2026-08-26
  • GA RA
    APPROVED
    Since 2025-10-27

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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 10/2007 09/2019
Bank Of America, N.A. Atlanta GA 11/2015 09/2019
Rockefeller Financial Llc Atlanta GA 09/2019 12/2019
Edge Capital Group, Llc Atlanta GA 05/2020 12/2022
Summit Financial, Llc Parsippany NJ 01/2025 10/2025
Unemployed Atlanta GA 12/2019 05/2020
Personal Relocation (International) London 12/2022 02/2024
Northern Trust Atlanta GA 02/2024 01/2025
Advocacy Wealth Management Atlanta GA 10/2025 Present
  • 10/2007 → 09/2019
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Atlanta, GA
  • 11/2015 → 09/2019
    Bank Of America, N.A.
    Atlanta, GA
  • 09/2019 → 12/2019
    Rockefeller Financial Llc
    Atlanta, GA
  • 05/2020 → 12/2022
    Edge Capital Group, Llc
    Atlanta, GA
  • 01/2025 → 10/2025
    Summit Financial, Llc
    Parsippany, NJ
  • 12/2019 → 05/2020
    Unemployed
    Atlanta, GA
  • 12/2022 → 02/2024
    Personal Relocation (International)
    London
  • 02/2024 → 01/2025
    Northern Trust
    Atlanta, GA
  • 10/2025 → Present
    Advocacy Wealth Management
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-20
  • S66 Uniform Combined State Law Examination
    2012-07-20

View on SEC IAPD

Other Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC
BRIGHTER INVESTING, PB LLC
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NEWEDGE ADVISORS
EQUITY SERVICES, INC.

Other Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor