Best Investors Account Sign in

Whitney Jo Hagerman Bryant

Equitable Advisors, LLC

Cumming, GA

Claim This Profile
Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-06-14
  • GA RA
    APPROVED
    Since 2023-06-14

Branch Locations

5955 Prkwy North Blvd, Cumming, GA 30040 • 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
Financial Strategies Of Georgia Roswell GA 01/2008 06/2023
Next Financial Group Inc Roswell GA 01/2015 06/2023
Equitable Advisors, Llc New York NY 06/2023 Present
  • 01/2008 → 06/2023
    Financial Strategies Of Georgia
    Roswell, GA
  • 01/2015 → 06/2023
    Next Financial Group Inc
    Roswell, GA
  • 06/2023 → Present
    New York, NY
Previous Registrations
  • 2015-02-06 → 2023-06-14
    Next Financial Group, Inc.
    Roswell, GA
  • 2011-08-31 → 2015-01-15
    Naperville, IL
    Roswell, GA
Other Businesses

1). VICTA FINANCIAL LLC - tax purposes. Owner 210 Dunhill Way Drive, Johns Creek, GA 30005, 2). EXECUTOR OF FATHER'S AND MOTHER'S ESTATE. 3) OUTSIDE INSURANCE

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-08-02
S63 Uniform Securities Agent State Law Examination 2008-09-06
  • S65 Uniform Investment Adviser Law Examination
    2011-08-02
  • S63 Uniform Securities Agent State Law Examination
    2008-09-06
Other Names
  • Whitney Jo Hagerman

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cumming, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor