Best Investors Account Sign in
Current Employers
Assuredpartners Investment Advisors

4600 W. Cypress Street Suite 405, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-06-21
  • GA RA
    APPROVED
    Since 2024-06-21

Branch Locations

3355 Lenox Rd. Suite 925, Atlanta, GA 30336 • United States

4600 W. Cypress Street Suite 405, Tampa, FL 33607 • 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
Iron Capital Advisors Atlanta GA 09/2011 Present
Assuredpartners Investment Advisers, Llc Tampa FL 05/2024 Present
  • 09/2011 → Present
    Iron Capital Advisors
    Atlanta, GA
  • 05/2024 → Present
    Assuredpartners Investment Advisers, Llc
    Tampa, FL
Previous Registrations
  • 2020-01-07 → 2024-06-14
    Iron Capital Advisors Inc.
    Atlanta, GA
Other Businesses

The Dappled Grays; It is not investment related; Address is 953 Victory Drive, SW, Atlanta GA 30310; The business is a band that performs music. I am a partner. I devote 2 hours a month to this business and no time during securities trading hours. My duties include playing music, talking with musicians, deciding which songs to play and attending rehearsals.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-27
  • S65 Uniform Investment Adviser Law Examination
    2019-12-27

View on SEC IAPD

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor