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Amy Leigh Carcione

Montag

Atlanta, GA

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Current Employers
Montag

200 Galleria Parkway Suite 1450, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-12-11
  • GA RA
    APPROVED
    Since 2020-12-11

Branch Locations

200 Galleria Parkway Suite 1450, Atlanta, GA 30339 • 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
A. Montag & Associates Atlanta GA 09/2020 Present
Fulton County Schools Atlanta GA 12/2019 08/2020
Unemployed Alpharetta GA 07/2011 11/2019
  • 09/2020 → Present
    A. Montag & Associates
    Atlanta, GA
  • 12/2019 → 08/2020
    Fulton County Schools
    Atlanta, GA
  • 07/2011 → 11/2019
    Unemployed
    Alpharetta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-01-27
S63 Uniform Securities Agent State Law Examination 2001-01-16
  • S65 Uniform Investment Adviser Law Examination
    2003-01-27
  • S63 Uniform Securities Agent State Law Examination
    2001-01-16
Designations
Other Names
  • Amy L. Heiser
  • Amy Leigh Heiser
  • Amy L. Carcione

View on SEC IAPD

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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

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