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Terrence Alan Fox

Safe Money Management

Atlanata, GA

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Current Employers
Safe Money Management

Atlanata, GA • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2017-02-14
  • GA RA
    APPROVED
    Since 2017-02-14

Branch Locations

Atlanata, GA • 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
Safe Money Management Atlanta GA 02/2011 Present
Previous Registrations
  • 2012-07-30 → 2016-12-31
    Atlanata, GA
  • 2010-10-14 → 2012-03-22
    Georgia Wealth Advisors, Llc
    Norcross, GA
  • 2008-11-10 → 2008-12-31
    Georgia Wealth Advisors, Llc
    Norcross, GA
Other Businesses

PRESIDENT/OWNER OF INSURANCE AGENCY, SMART RISK MANAGEMENT, LLC. AS PART OF FINANCIAL PLANNING PROCESS FOR PROSPECTS/CLIENTS, WE PROVIDE AN INSURANCE REVIEW AND DO SELL LIFE, LTC, & DISABILITY INSURANCE. 20-30 HOURS A MONTH DEPENDING ON ACTIVITY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-04-21
  • S65 Uniform Investment Adviser Law Examination
    2008-04-21
Other Names
  • Terry Fox

View on SEC IAPD

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