Best Investors Account Sign in
Inactive

Kaitlin Rebecca Theobald

Sherrill & Hutchins Financial Advisory Inc

Atlanta, GA

Claim This Profile
Current Employers
Sherrill & Hutchins Financial Advisory Inc

4401 Northside Parkway, Nw Suite 425, Atlanta, GA 30327 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2018-09-28
  • GA RA
    APPROVED
    Since 2018-09-28

Branch Locations

4401 Northside Parkway, Nw Suite 425, Atlanta, GA 30327 • 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
Sherrill & Hutchins Financial Advisory, Inc. Atlanta GA 09/2014 12/2023
Sherrill & Hutchins Financial Advisory, Inc. Atlanta GA 01/2024 Present
Designations
Other Names
  • Kaitlin Rebecca Roden

View on SEC IAPD

Other Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC
BRIGHTER INVESTING, PB LLC
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NEWEDGE ADVISORS
EQUITY SERVICES, INC.

Other Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
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

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor