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Account
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3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-11-13 |
| TX | RA | APPROVED_RES | 2024-09-13 |
| MS | RA | APPROVED | 2024-09-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advocacy Wealth Management, Llc | Atlanta | GA | 08/2024 | Present |
| Montag & Caldwell, Llc | Atlanta | GA | 09/2010 | Present |
1. BMW FARMS, LLC; NOT INVESTMENT RELATED; 459 GREENWOOD LANE, RIDGELAND, MS 39157; CLOSELY-HELD FAMILY LLC CONTAINING FAMILY AGRICULTURAL AND TIMBER PROPERTIES; MANAGING MEMBER; STARTED 8/12, APPROX 1.5 HRS/MO; MINIMAL TIME SPENT DURING SECURITY TRADING HOURS, ROLE IS ADMINISTRATIVE ONLY, NOT OPERATIONAL; RECEIVE NO DIRECT COMPENSATION OR INCOME. 2. OKLAHOMA FARMS, LLC; NOT INVESTMENT RELATED; 459 GREENWOOD LANE, RIDGELAND, MS 39157; CLOSELY-HELD FAMILY LLC CONTAINING FAMILY AGRICULTURAL AND TIMBER PROPERTIES; MANAGER; STARTED 8/12, APPROX 1.5 HRS/MO; MINIMAL TIME SPENT DURING SECURITY TRADING HOURS, ROLE IS ADMINISTRATIVE ONLY, NOT OPERATIONAL; RECEIVE NO DIRECT COMPENSATION OR INCOME. 3. BMW WILDWOOD, LLC; NOT INVESTMENT RELATED; 459 GREENWOOD LANE, RIDGELAND, MS 39157; CLOSELY-HELD FAMILY LLC CONTAINING FAMILY AGRICULTURAL AND TIMBER PROPERTIES; MANAGER; STARTED 1/21, APPROX 1.5 HRS/MO; MINIMAL TIME SPENT DURING SECURITY TRADING HOURS, ROLE IS ADMINISTRATIVE ONLY, NOT OPERATIONAL; RECEIVE NO DIRECT COMPENSATION OR INCOME.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-08-15 |
| S65 | Uniform Investment Adviser Law Examination | 1997-08-07 |
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