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Curtis Dangelo Parker

Mason Westbridge Asset Management LLC

Peachtree Corners, GA

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Current Employers
Mason Westbridge Asset Management Llc

3740 Davinci Ct Ste 430, Peachtree Corners, GA 30092 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-03-15
  • GA RA
    APPROVED
    Since 2022-03-15

Branch Locations

3740 Davinci Ct Ste 430, Peachtree Corners, GA 30092 • 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
Primerica Financial Services Duluth GA 10/2007 03/2022
Pfs Investments Inc. Duluth GA 01/2015 03/2022
Mason Westbridge Asset Management Llc Snellville GA 03/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-16
S63 Uniform Securities Agent State Law Examination 2015-01-24
  • S65 Uniform Investment Adviser Law Examination
    2015-11-16
  • S63 Uniform Securities Agent State Law Examination
    2015-01-24

View on SEC IAPD

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Other Investors

DANIEL HOWARD BARRACLIFF
MARK PERDUE MILLER
RONALD JOSEPH HUCK
Jared C Nelson
LAURENCE MICHAEL WAJSMAN
Marcelo C Hernandez
Lucas Walker Hopkins
Bryan Scott Glover

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Peachtree Corners, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Norcross, GA
LPL FINANCIAL LLC · PEACHTREE CORNERS, GA
W&S BROKERAGE SERVICES, INC. · Peachtree Corner, GA
WELLS FARGO CLEARING SERVICES, LLC · NORCROSS, GA
KESTRA ADVISORY SERVICES, LLC · Peachtree Corners, GA
KESTRA ADVISORY SERVICES, LLC · Peachtree Corner, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Norcross, GA

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