Best Investors Account Sign in
Current Employers
Advocacy Wealth Management, Llc

3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2019-12-17
  • SC RA
    APPROVED
    Since 2019-12-17

Branch Locations

Columbia, SC • 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
Advocacy Wealth Management, Llc Atlanta GA 04/2019 Present
Forge Consulting Llc Atlanta GA 05/2016 Present
Other Businesses

Forge Consulting LLC, 11 Depot Street, Hartwell GA 30643, Business in not investment related it is an Insurance Agency, Agent as of 4/2019, Devote 5-10 hours/month during securities trading hours. Duties: Servicing and placing insurance products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-10
  • S65 Uniform Investment Adviser Law Examination
    2019-06-10

View on SEC IAPD

More in Columbia, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor