Best Investors Account Sign in
Current Employers
Wealth Science Advisors Llc

55 Roswell Street Suite 210, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-12-16
GA RA APPROVED 2022-10-20
  • TX RA
    APPROVED
    Since 2022-12-16
  • GA RA
    APPROVED
    Since 2022-10-20

Branch Locations

55 Roswell Street Suite 210, Alpharetta, GA 30009 • United States

Marietta, GA • 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
James Exley Alpharetta GA 06/2016 05/2022
Northwestern Mutual Investment Services Llc Alpharetta GA 06/2016 05/2022
Northwestern Mutual Wealth Management Company Milwaukee WI 04/2018 05/2022
Mike Campbell Alpharetta GA 07/2019 09/2019
Wealth Science Advisors Llc Alpharetta GA 05/2022 Present
  • 06/2016 → 05/2022
    James Exley
    Alpharetta, GA
  • 06/2016 → 05/2022
    Northwestern Mutual Investment Services Llc
    Alpharetta, GA
  • 04/2018 → 05/2022
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 07/2019 → 09/2019
    Mike Campbell
    Alpharetta, GA
  • 05/2022 → Present
    Alpharetta, GA
Other Businesses

1) WEALTH SCIENCE RESEARCH LABS; NOT INVESTMENT-RELATED; 55 ROSWELL STREET, STE 210, ALPHARETTA, GA 30009; PSYCHOLOGICAL ANALYTICS AND CONSULTING; OWNER; STARTED 06/2023; APPROXIMATELY 5 HOURS PER MONTH, ALL DURING SECURITIES TRADING HOURS; PSYCHOLOGICAL ASSESSMENTS. 2) WEALTH SCIENCE FAMILY OFFICE LLC; NOT INVESTMENT-RELATED; 55 ROSWELL ST STE 210, ALPHARETTA, GA 30009; CONSULTING; WEALTH SCIENCE ADVISOR; STARTED: 08/2022; APPROXIMATELY 10 HOURS PER MONTH, ALL DURING SECURITIES TRADING HOURS; STRATEGIC CONSULTING AND ADMINISTRATIVE SUPPORT SERVICES TO ENTITIES AND HIGH NET WORTH FAMILIES. 3) WEALTH SCIENCE TAX LLC; NOT INVESTMENT-RELATED; 443 CYPRESS DRIVE, SANTA ROSA BEACH, FL, 32459; TAX SERVICES; WEALTH SCIENCE ADVISOR; STARTED: 07/2025; APPROXIMATELY 10 HOURS PER MONTH, ALL DURING SECURITIES TRADING HOURS; ASSISTS CLIENTS WITH TAX PLANNING, TAX PROJECTIONS, AND FILING TAX RETURNS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-16
S63 Uniform Securities Agent State Law Examination 2016-12-07
  • S65 Uniform Investment Adviser Law Examination
    2022-09-16
  • S63 Uniform Securities Agent State Law Examination
    2016-12-07
Other Names
  • Taylor K Malone

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Alpharetta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor