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325 Eisenhower Drive Unit B, Savannah, GA 31406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2014-05-09 |
Branch Locations
325 Eisenhower Drive Unit B, Savannah, GA 31406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wright Advisory Group, Inc. | Savannah | GA | 04/2001 | Present |
| R.L. Wright & Associates, Llc | Savannah | GA | 04/2014 | Present |
| Coastal Tax Centers, Llc | Savannah | GA | 02/2016 | Present |
| Hubric Tax Retirement Planning Consultants, Inc | Savannah | GA | 04/2018 | 07/2025 |
1) WRIGHT ADVISORY GROUP, INC.; Insurance Agent; Fixed Insurance Sales; Less than 10% of time spent. 2) Coastal Tax Centers, LLC; Managing Member; Tax Preparation; Less than 10% of time spent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-31 |
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