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Jeffrey Scott Lloyd

Capital Investment Advisors, LLC

Atlanta, GA

Mountain Brook, AL

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Current Employers
Capital Investment Advisors, Llc

10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-08
GA RA APPROVED 2024-05-02
AL RA APPROVED 2024-04-15
  • TX RA
    APPROVED
    Since 2025-01-08
  • GA RA
    APPROVED
    Since 2024-05-02
  • AL RA
    APPROVED
    Since 2024-04-15

Branch Locations

10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States

Mountain Brook, AL • 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
Erc Holding Corp. Atlanta GA 07/2010 03/2021
Enerecap Partners, Llc Atlanta GA 01/2013 03/2021
Capital Investment Advisors, Llc Atlanta GA 03/2021 Present
  • 07/2010 → 03/2021
    Erc Holding Corp.
    Atlanta, GA
  • 01/2013 → 03/2021
    Enerecap Partners, Llc
    Atlanta, GA
  • 03/2021 → Present
    Capital Investment Advisors, Llc
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-09
S63 Uniform Securities Agent State Law Examination 2013-11-27
  • S65 Uniform Investment Adviser Law Examination
    2024-04-09
  • S63 Uniform Securities Agent State Law Examination
    2013-11-27

View on SEC IAPD

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Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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