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Darrell Stephen Roberts

American Wealth Advisors, LLC

Johns Creek, GA

CRD 2471302

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Employer firm

American Wealth Advisors, LLC CRD 145791

$120M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
American Wealth Advisors, Llc

10475 Medlock Bridge Road Ivy Falls Bld 100 St 18, Johns Creek, GA 30097 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2009-10-20
MA RA APPROVED 2009-08-20
TX RA APPROVED 2009-04-16
GA RA APPROVED 2008-01-11
  • FL RA
    APPROVED
    Since 2009-10-20
  • MA RA
    APPROVED
    Since 2009-08-20
  • TX RA
    APPROVED
    Since 2009-04-16
  • GA RA
    APPROVED
    Since 2008-01-11

Branch Locations

10475 Medlock Bridge Road Ivy Falls Building 100 St 18, Johns Creek, GA 30097 • 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
American Wealth Advisors, Llc Duluth GA 11/2007 Present
Previous Registrations
  • 2006-10-19 → 2007-09-25
    Harrisdirect Llc
    Jersey City, NJ
  • 2005-08-05 → 2005-10-28
    Bny Mellon Securities Corporation
    New York, NY
  • 2003-03-26 → 2004-07-19
    Morgan Stanley Dw Inc.
    Alpharetta, GA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-04-19
  • S63 Uniform Securities Agent State Law Examination
    1994-04-19

View on SEC IAPD

Nearby Firms

LOFTIN WEALTH PARTNERS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIDGE CAPITAL MANAGEMENT, LLC

Nearby Investors

JAMES D LOFTIN
DAVID AUSTIN HARVEY
CONNOR PATRICK WILKINS

Nearby Offices

LOFTIN WEALTH PARTNERS · JOHNS CREEK, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · John Creek, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Johns Creek, GA

More in Johns Creek, GA

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