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Current Employers
Hunley Wealth Management Llc

1 Music Circle North Suite 400, Nashville, TN 37203 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-11-20
  • TN RA
    APPROVED
    Since 2024-11-20

Branch Locations

1 Music Circle North Suite 400, Nashville, TN 37203 • United States

Chattanooga, TN • 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
Ftb Advisors, Inc. Chattanooga TN 07/2015 09/2016
Valic Financial Advisors, Inc. Brentwood TN 09/2017 11/2023
Agia Houston TX 12/2022 10/2023
The Prudential Insurance Company Of America Franklin TN 10/2023 Present
Pruco Securities Llc Franklin TN 11/2023 11/2024
Lpl Enterprise, Llc Atlanta GA 11/2024 Present
Ftb Advisors, Inc. Chattanooga TN 01/2016 09/2017
Ftb Advisors, Inc. Chattanooga TN 06/2016 09/2017
Hunley Wealth Management, Llc Nashville TN 11/2024 Present
Robert Berghel Iii, Sole Proprietor Chattanooga TN 11/2016 03/2025
Hunley Insurance Llc Nashville TN 03/2025 Present
  • 07/2015 → 09/2016
    Ftb Advisors, Inc.
    Chattanooga, TN
  • 09/2017 → 11/2023
    Brentwood, TN
  • 12/2022 → 10/2023
    Agia
    Houston, TX
  • 10/2023 → Present
    The Prudential Insurance Company Of America
    Franklin, TN
  • 11/2023 → 11/2024
    Franklin, TN
  • 11/2024 → Present
    Atlanta, GA
  • 01/2016 → 09/2017
    Ftb Advisors, Inc.
    Chattanooga, TN
  • 06/2016 → 09/2017
    Ftb Advisors, Inc.
    Chattanooga, TN
  • 11/2024 → Present
    Nashville, TN
  • 11/2016 → 03/2025
    Robert Berghel Iii, Sole Proprietor
    Chattanooga, TN
  • 03/2025 → Present
    Hunley Insurance Llc
    Nashville, TN
Previous Registrations
Other Businesses

Hunley Insurance LLC; investment related; Nashville, TN; insurance; agent; Started 03/2025; 30hrs./month; all hrs. during trading; insurance sales and service.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-08
  • S66 Uniform Combined State Law Examination
    2016-06-08
Other Names
  • Jack Berghel
  • Robert John Berghel
  • Robert John Berghel
  • Robert Berghel

View on SEC IAPD

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