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Current Employers
Unest Advisers, Llc

221 S. 2Nd Street, Laramie, WY 82070 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-01-07
WY RA APPROVED 2026-01-06
  • GA RA
    APPROVED
    Since 2026-01-07
  • WY RA
    APPROVED
    Since 2026-01-06

Branch Locations

Marietta, GA • United States

1180 Manager Llc

1180 W Peachtree Street Nw Suite 1910, Atlanta, GA 30309 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-09-10
  • GA RA
    APPROVED
    Since 2025-09-10

Branch Locations

1180 W Peachtree Street Nw Suite 1910, Atlanta, GA 30309 • 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
Earnest Partners, Llc Atlanta GA 09/2014 02/2025
1180 Manager Llc Atlanta GA 03/2025 Present
  • 09/2014 → 02/2025
    Earnest Partners, Llc
    Atlanta, GA
  • 03/2025 → Present
    Atlanta, GA
Previous Registrations
  • 2010-11-05 → 2011-11-29
    Ak Investment Consulting
Other Businesses

UNEST HOLDINGS, INC; INVESTMENT RELATED; 5161 LANKERSHIM BLVD, STE 250, N. HOLLYWOOD, CO, 91601; UNEST HOLDINGS, INC IS A FINTECH COMPAY THAT OFFERS TAX-ADVANTAGED SAVINGS ACCOUNTS (UTMAS) THROUGH ITS MODEL PORTFOLIO PROGRAM; I SERVE AS THE CIO; START WAS JAN, 2025; I DEVOTE LESS THAN 40 HOURS PER MONTH TO THIS BUSINESS; I DEVOTE LESS THAN 5 HOURS PER MONTH TO THIS BUSINESS DURING TRADING HOURS; IN MY CAPACITY AS CIO AND PART OF THE INVESTMENT WORKING GROUP, I HELP OVERSEA THE MODEL PORTFOLIO PROGRAM.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-09-29
  • S65 Uniform Investment Adviser Law Examination
    2009-09-29
Designations

View on SEC IAPD

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