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Wesley Allen Aikens

Sunglow Wealth Advisory LLC

Snellville, GA

CRD 7118731

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Employer firm

Sunglow Wealth Advisory LLC CRD 304101

$73.7M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Sunglow Wealth Advisory Llc

2417 Lenora Church Rd, Snellville, GA 30078 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2019-06-21
  • GA RA
    APPROVED
    Since 2019-06-21

Branch Locations

2417 Lenora Church Rd, Snellville, GA 30078 • 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
The Aikens Firm And Predecessor Firms Snellville GA 01/1980 Present
Sunglow Wealth Advisory Llc Snellville GA 04/2019 Present
  • 01/1980 → Present
    The Aikens Firm And Predecessor Firms
    Snellville, GA
  • 04/2019 → Present
    Snellville, GA
Other Businesses

THE AIKENS FIRM; 2417 LENORA CHURCH RD., SNELLVILLE, GA 30078; ACCOUNTING FIRM PROVIDING ACCOUNTING AND TAX SERVICES, BUSINESS AND INDIVIDUAL ADVISEMENT; BUSINESS IS INVESTMENT-RELATED IN THAT BUSINESS AND INDIVIDUAL ADVISEMENT INCLUDES DISCUSSION OF INVESTMENTS AS PART OF CPA'S ADVISEMENT SERVICES; OWNER, CPA (CERTIFIED PUBLIC ACCOUNTANT) AND MANAGER; 1980-PRESENT; 50% OF TIME DEVOTED TO BUSINESS ON A REGULAR AND CONTINUOUS BASIS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-22
  • S65 Uniform Investment Adviser Law Examination
    2019-04-22

View on SEC IAPD

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