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200 Galleria Parkway Suite 1450, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-09 |
Branch Locations
200 Galleria Parkway Suite 1450, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forthright Partners Llc | Marietta | GA | 09/2020 | 12/2025 |
| Bny Mellon Wealth Management | Atlanta | GA | 01/2005 | 08/2020 |
| A Montag & Associates | Atlanta | GA | 01/2026 | Present |
Forthright Partners LLC; 3350 Riverwood Parkway SE, Suite 675, Atlanta GA 30339; Partner; Firm was formed in 2020; Nature of Business: RIA that has withdrawn it's registration from the SEC in December 2025 and is no longer conducting business; Duties: In the process of winding down the firm, mostly terminating vendor relationships and attending to accounting/tax matters. Spend approximately 2-3 hours a week during securities trading hours taking care of these activities and anticipate that wind-down activities will be completed by the end of April 2026 firm will be closed by the end of July 2026.
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