Inactive

Kyle Patrick Ray

Ridgeback Wealth Management

Peachtree City, GA

CRD 7021695

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Employer firm

Ridgeback Wealth Management CRD 331999

$1.57M regulatory AUM 6 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Ridgeback Wealth Management

470 Commerce Dr Suite 670, Peachtree City, GA 30269 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2024-07-24

GA RA
APPROVED

Since 2024-07-24

Branch Locations

470 Commerce Dr Suite 670, Peachtree City, GA 30269 • 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

Organization	City	State	From	To
Ridgeback Wealth Management, Llc	Peachtree City	GA	03/2024	Present
Shepherd Financial	Woodstock	GA	03/2020	06/2024
Northwestern Mutual	Atlanta	GA	10/2018	01/2020
Self Employed	Fayetteville	GA	01/2014	12/2019

03/2024 → Present

Ridgeback Wealth Management, Llc

Peachtree City, GA
03/2020 → 06/2024

Shepherd Financial

Woodstock, GA
10/2018 → 01/2020

Northwestern Mutual

Atlanta, GA
01/2014 → 12/2019

Self Employed

Fayetteville, GA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-05-14

S65 Uniform Investment Adviser Law Examination

2024-05-14

View on SEC IAPD

Nearby Firms

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Nearby Investors

RONALD WALTER BURDEKIN

Craig Austin Carroll

Daniel Wayne Clay

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Peachtree City, GA

EDWARD JONES · PEACHTREE CITY, GA

GRADIENT SECURITIES, LLC · Peachtree City, GA

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