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Curtis Dangelo Parker

Mason Westbridge Asset Management LLC

Peachtree Corners, GA

CRD 6424515

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Employer firm

Mason Westbridge Asset Management LLC CRD 317589

$9.00M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Periodicals / newsletters
  • Market timing
  • Educational seminars

From the firm’s Form ADV. Read the guides:

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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