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221 S. 2Nd Street, Laramie, WY 82070 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-07 |
| WY | RA | APPROVED | 2026-01-06 |
Branch Locations
1180 W Peachtree Street Nw Suite 1910, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-10 |
Branch Locations
1180 W Peachtree Street Nw Suite 1910, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Earnest Partners, Llc | Atlanta | GA | 09/2014 | 02/2025 |
| 1180 Manager Llc | Atlanta | GA | 03/2025 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-29 |
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