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Joseph Lacy Carr Churchill

Alliancebernstein L.P.

Atlanta, GA

Atlanta, GA

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Current Employers
Alliancebernstein L.P.

501 Commerce Street, Nashville, TN 37203 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-09-16
  • GA RA
    APPROVED
    Since 2024-09-16

Branch Locations

3560 Lenox Road Ne Suite 3000, Atlanta, GA 30326 • United States

Atlanta, 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
Northwestern Mutual Atlanta GA 10/2018 05/2019
Unemployed Atlanta GA 05/2017 01/2018
Costar Group Atlanta GA 06/2013 05/2017
The Simon Law Firm Atlanta GA 02/2018 07/2018
Unemployed Atlanta GA 08/2018 10/2018
Crescent Wealth Management, Inc. Atlanta GA 06/2019 Present
Crescent Wealth Advisory, Llc Atlanta GA 06/2019 Present
  • 10/2018 → 05/2019
    Northwestern Mutual
    Atlanta, GA
  • 05/2017 → 01/2018
    Unemployed
    Atlanta, GA
  • 06/2013 → 05/2017
    Costar Group
    Atlanta, GA
  • 02/2018 → 07/2018
    The Simon Law Firm
    Atlanta, GA
  • 08/2018 → 10/2018
    Unemployed
    Atlanta, GA
  • 06/2019 → Present
    Crescent Wealth Management, Inc.
    Atlanta, GA
  • 06/2019 → Present
    Crescent Wealth Advisory, Llc
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-12
S63 Uniform Securities Agent State Law Examination 2024-07-01
  • S65 Uniform Investment Adviser Law Examination
    2024-09-12
  • S63 Uniform Securities Agent State Law Examination
    2024-07-01
Other Names
  • Joseph Lacy Carr Churchill
  • Carr Churchill

View on SEC IAPD

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JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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