Belfield Howell Carter

Employer firm

Carter, Terry & Company, Inc. CRD 16365

$104M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Selection of other advisers
Educational seminars

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

Current Employers

Carter, Terry & Company, Inc.

3340 Peachtree Rd Ne Suite 1400, Atlanta, GA 30326 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2018-04-30
FL	RA	APPROVED	2017-10-31
GA	RA	APPROVED	2017-03-10

TX RA
APPROVED_RES

Since 2018-04-30
FL RA
APPROVED

Since 2017-10-31
GA RA
APPROVED

Since 2017-03-10

Branch Locations

3340Peachtree Road Suite 1400, Atlanta, GA 30326 • United States

3340 Peachtree Rd Ne Suite 1400, 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

Organization	City	State	From	To
(Attkisson, Carter & Akers, Inc.) Now Carter Terry & Co. Inc.	Atlanta	GA	01/1991	Present

01/1991 → Present

(Attkisson, Carter & Akers, Inc.) Now Carter Terry & Co. Inc.

Atlanta, GA

Other Businesses

SHAREHOLDER IN COYCART LLC (NON INVESTMENT RELATED PARTNERSHIP FOR REAL ESTATE SPECULATION), AUG 31,2012 TO PRESENT, INTEREST IN E88 PROPERTIES LLC, REAL ESTATE INVESTMENT. NOT SECURITIES INVESTMENT RELATED, NO COMPENSATION, LESS THAT .5 HRS PER MONTH.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-10-12
S63	Uniform Securities Agent State Law Examination	1979-07-10

S65 Uniform Investment Adviser Law Examination

2007-10-12
S63 Uniform Securities Agent State Law Examination

1979-07-10

View on SEC IAPD

Employer firm

Current Employers

Carter, Terry & Company, Inc.

Disclosures

Employment History

Other Businesses

Exams

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