Best Investors Account Sign in

Mark Alexander Reffett

Epg Wealth Management LLC

Atlanta, GA

Claim This Profile
Current Employers
Epg Wealth Management Llc

309 East Paces Ferry Rd Ne Ste 900, Atlanta, GA 30305 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2022-02-22
LA RA APPROVED 2021-01-19
AL RA APPROVED 2019-06-28
TX RA APPROVED 2019-06-07
GA RA APPROVED 2019-06-03
  • SC RA
    APPROVED
    Since 2022-02-22
  • LA RA
    APPROVED
    Since 2021-01-19
  • AL RA
    APPROVED
    Since 2019-06-28
  • TX RA
    APPROVED
    Since 2019-06-07
  • GA RA
    APPROVED
    Since 2019-06-03

Branch Locations

309 East Paces Ferry Rd Ne Ste 900, Atlanta, GA 30305 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Triad Advisors, Inc. Norcross GA 06/2013 03/2017
Acg Wealth Atlanta GA 06/2013 03/2021
Arkadios Capital Atlanta GA 03/2017 Present
Epg Wealth Management Llc Atlanta GA 04/2019 Present
  • 06/2013 → 03/2017
    Triad Advisors, Inc.
    Norcross, GA
  • 06/2013 → 03/2021
    Acg Wealth
    Atlanta, GA
  • 03/2017 → Present
    Arkadios Capital
    Atlanta, GA
  • 04/2019 → Present
    Atlanta, GA
Previous Registrations
  • 2013-06-20 → 2021-03-05
    Acg Wealth Inc.
    Atlanta, GA
    Atlanta, GA
Other Businesses

1) Stratford Capital LLC, NOT INVESTMENT RELATED; 3333 PIEDMONT RD, SUITE 2010, ATLANTA,GA 30305;PASS THROUGH, DBA; OWNER SINCE 8/9/2018, 0 HRS/MONTH NOT DURING SECURITIES TRADING HOURS. 2) RCM Capital LLC, 3400 Stratford Road NE, #3406, Atlanta GA, Non-Investment related, DBA, Management started June 15, 2018, 0 HRS/Month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-05
S63 Uniform Securities Agent State Law Examination 2012-07-16
  • S66 Uniform Combined State Law Examination
    2012-10-05
  • S63 Uniform Securities Agent State Law Examination
    2012-07-16
Other Names
  • Alex Reffett

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor