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Atlanta, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Group | Atlanta | GA | 12/2015 | 01/2020 |
| Invesco | Atlanta | GA | 01/2020 | 08/2024 |
| Lock Wealth Management Llc | Atlanta | GA | 08/2024 | Present |
Mr. Loughery is dually registered as an investment advisor representative with Lock Wealth Management, LLC and NewRetirement Advisors LLC d/b/a Boldin Advisors ("Boldin Advisors"). Mr. Loughery has served as an investment advisor representative for Boldin Advisors since 12/2025 and as an investment advisor representative with Lock Wealth Management since August 2024. Approximately 50% of Mr. Loughery's time is for services as an investment advisor representative with Lock Wealth Management and the balance is for services through Boldin Advisors.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-05-28 |
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