Paul H. Culbreth

Current Employers

Employment History

• 06/2005 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 06/2005 → 04/2023
  Equitable Advisors, Llc
  New York, NY
• 01/2023 → Present
  Culbreth Wealth Management
  Dacula, GA
• 01/2007 → 04/2023
  Equitable Advisors, Llc
  New York, NY
• 03/2026 → Present
  Culbreth Capital Llc
  Dacula, GA

Previous Registrations

• 2007-01-31 → 2023-05-08
  Equitable Advisors, Llc
  Savannah, GA
  Dacula, GA
  Dacula, GA
  Atlanta, GA

Other Businesses

1) PST ADVISORS, LLC; INVESTMENT RELATED; ONE BELLMONT AVE, STE 1000, BALA CYNWYD, PA 19004; MODEL PORTFOLIOS; PASSIVE MINORITY MEMBER; 09/2018; APPROX. 2 HOURS PER MONTH DURING NON-TRADING HOURS; PASSIVE INVESTOR AND BOARD MEMBER. 2) EPWD LLC; NON-INVESTMENT RELATED; 209 TERON TRACE, STE 700, DACULA, GA 30019; REAL ESTATE HOLDING COMPANY; MEMBER; 07/2021; APPROX. 2 HOURS PER MONTH DURING NON-TRADING HOURS; 50% OWNER AND MEMBER IN ENTITY THAT LEASES OFFICE SPACE TO CULBRETH WEALTH MANAGEMENT, LLC. 3) RAINBOW VILLAGE, INC.; NON-INVESTMENT RELATED; 3427 DULUTH HWY, #120, DULUTH, GA 30096; NON-PROFIT SERVING TRANSITIONAL HOUSING NEEDS; TREASURER; 01/2021; APPROX. 2 HOURS PER MONTH DURING NON-TRADING HOURS; BOARD OF DIRECTORS MEMBER AND TREASURER; CHAIR OF FINANCE COMMITTEE (NON-INVESTMENT RELATED). 4) SERVICES PLUS, INC.; NON-INVESTMENT RELATED; 2098 TERON TRACE, STE 700, DACULA, GA 30019; ENTITY CREATED FOR ADVISOR RELATED EXPENSES AND COMPENSATION; CEO AND SECRETARY; 03/1988; APPROX. 2 HOURS PER MONTH DURING NON-TRADING HOURS; MANAGE EXPENSES. 5) QG INFRA, LLC; NON-INVESTMENT RELATED; 2098 TERON TRACE, STE 700, DACULA, GA 30019; ENTITY CREATED FOR PURPOSE OF IPPA (INTERNATIONAL POWER PURCHASE AGREEMENTS) FOR SOLAR INVESTMENTS; MANAGING MEMBER; 08/2017; APPROX. 2 HOURS PER MONTH DURING NON-TRADING HOURS; MANAGE EXPENSES. 6) ZSPC PROPERTIES, LLC; NON-INVESTMENT RELATED; 2098 TERON TRACE, STE. 700, DACULA, GA 30019; ENTITY CREATED FOR PURPOSE OF HOLDING RESIDENTIAL REAL ESTATE LOT; INVESTOR; 07/2023; APPROX. 2 HOURS PER MONTH DURING NON-TRADING HOURS; 50% INVESTOR. 7) CULBRETH CAPITAL LLC; INVESTMENT RELATED; 2098 TERON TRACE, STE. 700, DACULA, GA 30019; GENERAL PARTNER OF POOLED INVESTMENT VEHICLES; MANAGING MEMBER; 03/2026; APPROX. 20 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; MANAGER OF GP.

Exams

• S66 Uniform Combined State Law Examination
  2005-09-14

Designations

Other Names

• Paul Culbreth
• Paul Howard Culbreth