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David Austin Harvey

Loftin Wealth Partners

Johns Creek, GA

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Current Employers
Loftin Wealth Partners

6470 E Johns Crossing Suite 230, Johns Creek, GA 30097 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-09-04
  • GA RA
    APPROVED
    Since 2020-09-04

Branch Locations

6470 E Johns Crossing Suite 230, Johns Creek, GA 30097 • 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
Ger Loftin Wealth Advisors, Llc Cumming GA 04/2020 Present
American Airlines Dfw Airport TX 03/1992 Present
  • 04/2020 → Present
    Ger Loftin Wealth Advisors, Llc
    Cumming, GA
  • 03/1992 → Present
    American Airlines
    Dfw Airport, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-06
  • S65 Uniform Investment Adviser Law Examination
    2020-08-06

View on SEC IAPD

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JAMES D LOFTIN
CONNOR PATRICK WILKINS
DEREK LANCE RACKLEY
JOSHUA CHARLES STUDEBAKER
GEORGE EDWIN RALL
JENNIFER PATRICE SKURPSKI
JEFFREY DOUGLAS THOMAS
GREGORY O NEIL GARVIN

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · John Creek, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Johns Creek, GA
RIDGE CAPITAL MANAGEMENT, LLC · JOHN CREEK, GA
CETERA INVESTMENT ADVISERS LLC · Johns Creek, GA
FLEMING WEALTH MANAGEMENT, LLC · JOHNS CREEK, GA
KINDZIA INVESTMENTS · JOHNS CREEK, GA
CHOICE WEALTH MANAGEMENT, LLC · JOHNS CREEK, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Johns Creek, GA

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