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Inactive

Pierre Leon Soree

Marietta Wealth Management, LLC

Marietta, GA

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Current Employers
Marietta Wealth Management, Llc

472 N. Sessions Street Unit #24, Marietta, GA 30060 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-12-02
  • GA RA
    APPROVED
    Since 2021-12-02

Branch Locations

472 N. Sessions Street Unit #24, Marietta, GA 30060 • 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
Redwood Wealth Management, Llc Alpharetta GA 05/2018 10/2021
Unemployed Marietta GA 04/2017 04/2018
University Of Georgia - Terry School Of Business Marietta GA 02/2015 04/2017
Marietta Wealth Management, Llc Marietta GA 11/2021 07/2026
Inman Park Wealth Management, Llc Atlanta GA 07/2026 Present
  • 05/2018 → 10/2021
    Redwood Wealth Management, Llc
    Alpharetta, GA
  • 04/2017 → 04/2018
    Unemployed
    Marietta, GA
  • 02/2015 → 04/2017
    University Of Georgia - Terry School Of Business
    Marietta, GA
  • 11/2021 → 07/2026
    Marietta Wealth Management, Llc
    Marietta, GA
  • 07/2026 → Present
    Inman Park Wealth Management, Llc
    Atlanta, GA
Previous Registrations
  • 2020-06-16 → 2021-11-01
    Redwood Wealth Management, Llc
    Alpharetta, GA
Designations

View on SEC IAPD

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TRUIST ADVISORY SERVICES, INC.

Other Investors

WILLIAM SAMUEL ALLEN
JONATHAN ANDREW BRUMMEL
ATHANASIOS NICK BAFAS
JOHN MICHAEL DICZOK
LOIS ANN BAFAS
CHRISTOPHER DENNIS WRIGHT
BENITO CANALES
Erica L Carson

Other Offices

SENTARA CAPITAL · MARIETTA, GA
ANOVEST INVESTMENT ADVISORS · MARIETTA, GA
THIRD ACT RETIREMENT PLANNING, INC. · MARIETTA, GA
OSAIC WEALTH, INC. · MARIETTA, GA
WELLS FARGO CLEARING SERVICES, LLC · MARIETTA, GA
EDWARD JONES · Marietta, GA
FIFTH THIRD SECURITIES, INC. · MARIETTA, GA
TRUIST ADVISORY SERVICES, INC. · MARIETTA, GA

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