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John Mckenzie Ralls

A&M Private Wealth Partners, LLC

West Palm Beach, FL

Atlanta, GA

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Current Employers
A&M Private Wealth Partners, Llc

300 Banyan Blvd 10Th Floor, West Palm Beach, FL 33401 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-12-05
  • GA RA
    APPROVED
    Since 2024-12-05

Branch Locations

300 Banyan Blvd 10Th Floor, West Palm Beach, FL 33401 • United States

3424 Peachtree Rd Ne #1500, Atlanta, GA 30326 • 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
Fidelity Brokerage Services Llc Atlanta GA 04/2015 03/2024
William Blair Atlanta GA 03/2024 08/2024
A&M Private Wealth Partners Atlanta GA 08/2024 Present
  • 04/2015 → 03/2024
    Fidelity Brokerage Services Llc
    Atlanta, GA
  • 03/2024 → 08/2024
    William Blair
    Atlanta, GA
  • 08/2024 → Present
    A&M Private Wealth Partners
    Atlanta, GA
Previous Registrations
  • 2024-05-28 → 2024-09-13
    William Blair
    Atlanta, GA
    Chicago, IL
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-23
S63 Uniform Securities Agent State Law Examination 2013-07-31
  • S65 Uniform Investment Adviser Law Examination
    2024-05-23
  • S63 Uniform Securities Agent State Law Examination
    2013-07-31
Other Names
  • John Mckenzie Ralls
  • John Mckenzie Ralls
  • John Mckenzie Ralls

View on SEC IAPD

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Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

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