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Current Employers
Advocacy Wealth Management, Llc

3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-06
CT RA APPROVED 2014-04-18
  • TX RA
    APPROVED
    Since 2025-08-06
  • CT RA
    APPROVED
    Since 2014-04-18

Branch Locations

276 Hazard Avenue Suite #9, Enfield, CT 06082 • United States

3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • 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
Advocacy Wealth Management Services, Llc Atlanta GA 03/2012 Present
  • 03/2012 → Present
    Advocacy Wealth Management Services, Llc
    Atlanta, GA
Other Businesses

(1) Forge Consulting, LLC; NOT investment related; 11 Depot Street, Hartwell, GA 30643; General Insurance Agency; Agent; 02/2014; 5 hours/month; 5 hours/month during trading; placement of annuity and life products as part of an integrated plan for Advocacy Wealth Clients

Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Enfield, CT

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