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Inactive

Andrea K Soule

Wealth With No Regrets®

Alpharetta, GA

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Current Employers
Wealth With No Regrets®

12600 Deerfield Parkway Suite 475, Alpharetta, GA 30004 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-11-28
FL RA APPROVED 2023-07-07
GA RA APPROVED 2021-04-23
  • TX RA
    APPROVED_RES
    Since 2024-11-28
  • FL RA
    APPROVED
    Since 2023-07-07
  • GA RA
    APPROVED
    Since 2021-04-23

Branch Locations

12600 Deerfield Parkway Suite 475, Alpharetta, GA 30004 • 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
Wealth With No Regrets Alpharetta GA 09/2020 Present
Indiana Trust Wealth Management Mishawaka IN 06/2018 09/2020
1St Source Bank South Bend IN 04/2015 06/2018
  • 09/2020 → Present
    Wealth With No Regrets
    Alpharetta, GA
  • 06/2018 → 09/2020
    Indiana Trust Wealth Management
    Mishawaka, IN
  • 04/2015 → 06/2018
    1St Source Bank
    South Bend, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-16
  • S65 Uniform Investment Adviser Law Examination
    2021-04-16

View on SEC IAPD

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VENZON VICENCIO AROMIN
WILLIAM CLAY TUCKER

Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

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