Wesley Kinross Pond

Employer firm

Asset Preservation Advisors, LLC CRD 106741

$11.1B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 03/2019
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 09/2016 → 03/2019
  Suntrust Advisory Services
  Atlanta, GA
• 03/2019 → Present
  Asset Preservation Advisors, Llc
  Atlanta, GA

Previous Registrations

• 2016-09-20 → 2019-03-12
  Truist Advisory Services, Inc.
  Atlanta, GA
• 2014-04-24 → 2016-12-31
  Truist Investment Services, Inc.
  Atlanta, GA
  Atlanta, GA
• 2012-10-04 → 2014-04-17
  Raymond James & Associates, Inc.
  Atlanta, GA
  Memphis, TN
• 2009-10-07 → 2013-03-14
  Morgan Keegan & Company, Llc
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2009-10-03

Designations

• Chartered Financial Analyst