Selena Patrice Teasley

Employer firm

Applied Wealth Management CRD 318732

$46.0M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
ESTATE PLANNING

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

Current Employers

Applied Wealth Management

5500 Ming Ave Suite 265, Bakersfield, CA 93309 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2022-10-20

GA RA
APPROVED

Since 2022-10-20

Branch Locations

Marietta, GA • United States

5500 Ming Ave Suite 265, Bakersfield, CA 93309 • 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
Guardian Life Insurance	Atlanta	GA	10/2019	09/2022
Morneau Shepell	Atlanta	GA	05/2013	07/2019
Park Avenue Securities	Atlanta	GA	05/2020	09/2022
Applied Wealth Management	Bakersfield	CA	09/2022	Present

10/2019 → 09/2022

Guardian Life Insurance

Atlanta, GA
05/2013 → 07/2019

Morneau Shepell

Atlanta, GA
05/2020 → 09/2022

Park Avenue Securities

Atlanta, GA
09/2022 → Present

Applied Wealth Management

Bakersfield, CA

Previous Registrations

2020-08-28 → 2022-09-02

Park Avenue Securities Llc

Atlanta, GA

Other Businesses

1) KAJE TRAVEL AGENCY- travel agent, sale vacation package, START DATE: 06/01/2012, ADDRESS: 8024 WINDMARK PL, LITHIA SPRINGS, GA 3012, 4 TOTAL HOURS PER MONTH, 0 HOURS DURING NORMAL BUSINESS HOURS, NON INVESTMENT RELATED, Less than 10% annual compensation, 2) Other Insurance- Sell insurance products not offered by Guardian, START DATE: 4/29/2020, ADDRESS: 5040 ROSWELL RD, ATLANTA GA, 30342, 1 total HOUR PER MONTH, 1 HOUR DURING NORMAL BUSINESS HOURS, INVESTMENT RELATED, Less than 10% annual compensation, 3) JA Consulting/Contractor-Independent Contractor Credit Repair , START DATE: 12/14/2020, ADDRESS:2896 O Shield's Ct, Marietta, GA, 12 total HOUR PER MONTH, 10 HOURs DURING NORMAL BUSINESS HOURS, Not INVESTMENT RELATED, Less than 10% annual compensation, 4) KYN Business Consulting-Monthly Review of Management Reports (Profit/Loss Statement + Balance Sheet) with insight and data for revenue trends, profit margin, cash analytics, and profit allocations, Start date: 03/01/2021, Address:2896 O Shield's Ct, Marietta, GA, 25 total hours per month, 12 during securities trading hours, Not investment related, More than 10% annual compensation,

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-07-29

S66 Uniform Combined State Law Examination

2020-07-29

Designations

Certified Financial Planner

Other Names

Selena Patrice Merrill

View on SEC IAPD