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First Advisors National, LLC CRD 166212
$506M regulatory AUM 14 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1372 Peachtree Street Ne, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oberweis Securities, Inc | North Aurora | IL | 05/2003 | 11/2016 |
Licensed insurance agent, not investment related, Johnson City, TN, Insurance Services, Licensed Agent, 07/1976, 40 hrs/week.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-11 |
| S65 | Uniform Investment Adviser Law Examination | 1993-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1980-06-12 |
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