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William Gregory Leftwich

Globalt Investments

Atlanta, GA

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Current Employers
Globalt Investments

3200 Windy Hill Road, Se Suite 1550E, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-12-01
  • GA RA
    APPROVED
    Since 2023-12-01

Branch Locations

3200 Windy Hill Road, Se Suite 1550E, 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
Globalt Investments, Sid Synovus Trust Co Succesor,Globalt Inc Atlanta GA 09/1994 11/2023
Globalt Investments Llc (Successor) Atlanta GA 09/1994 Present
  • 09/1994 → 11/2023
    Globalt Investments, Sid Synovus Trust Co Succesor,Globalt Inc
    Atlanta, GA
  • 09/1994 → Present
    Globalt Investments Llc (Successor)
    Atlanta, GA
Previous Registrations
  • 2013-08-07 → 2023-12-11
    Globalt Investments
    Atlanta, GA
  • 2012-01-20 → 2013-08-06
    Globalt Inc
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-12-12
  • S65 Uniform Investment Adviser Law Examination
    2011-12-12
Other Names
  • Greg Leftwich

View on SEC IAPD

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