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Sean Clark Gray

Marathon Wealth Incorporated

Suwanee, GA

CRD 5841809

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Employer firm

Marathon Wealth Incorporated CRD 292973

$12.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Marathon Wealth Incorporated

Suwanee, GA • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2018-02-26
  • GA RA
    APPROVED
    Since 2018-02-26

Branch Locations

Suwanee, GA • 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
Redwood Wealth Management, Llc Alpharetta GA 03/2016 01/2018
  • 03/2016 → 01/2018
    Redwood Wealth Management, Llc
    Alpharetta, GA
Previous Registrations
  • 2016-04-01 → 2018-01-24
    Redwood Wealth Management, Llc
    Alpharetta, GA
  • 2012-08-02 → 2016-04-08
    Strategic Advisers Llc
    Dunwoody, GA
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-07-31
S63 Uniform Securities Agent State Law Examination 2010-11-04
  • S65 Uniform Investment Adviser Law Examination
    2012-07-31
  • S63 Uniform Securities Agent State Law Examination
    2010-11-04

View on SEC IAPD

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