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Pierson Wealth Management CRD 293206
$192M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1380 W. Paces Ferry Road Nw Suite 2105, Atlanta, GA 30327 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-09 |
Branch Locations
1380 W. Paces Ferry Road Nw Suite 2105, Atlanta, GA 30327 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates Inc | Atlanta | GA | 04/2014 | 03/2018 |
| Pierson Wealth Management | Atlanta | GA | 03/2018 | 05/2019 |
| Self-Employed | Atlanta | GA | 05/2019 | 04/2021 |
| Cresa | Atlanta | GA | 04/2021 | 03/2022 |
| Forever Aligned Club | Atlanta | GA | 03/2022 | 04/2026 |
| Pierson Wealth Management | Atlanta | GA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-26 |
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