Best Investors Account Sign in
Current Employers
Ceredex Value Advisors Llc

1290 Palmetto Ave., Winter Park, FL 32789 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-03-11
  • GA RA
    APPROVED
    Since 2024-03-11

Branch Locations

Brookhaven, GA • United States

1290 Palmetto Ave., Winter Park, FL 32789 • 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
Herndon Capital Management, Llc Atlanta GA 07/2012 08/2017
Edge Capital Partners, Llc Atlanta GA 09/2017 07/2018
Edge Capital Group, Llc Atlanta GA 08/2018 07/2019
Vident Advisory, Llc Alpharetta GA 07/2019 10/2020
Alps Distributors, Inc Denver CO 12/2019 04/2021
Vident Advisory, Llc Alpharetta GA 10/2020 04/2021
Virtus Investment Partners Brookhaven GA 05/2021 Present
Vp Distributors Llc Brookhaven GA 05/2021 Present
  • 07/2012 → 08/2017
    Herndon Capital Management, Llc
    Atlanta, GA
  • 09/2017 → 07/2018
    Edge Capital Partners, Llc
    Atlanta, GA
  • 08/2018 → 07/2019
    Edge Capital Group, Llc
    Atlanta, GA
  • 07/2019 → 10/2020
    Vident Advisory, Llc
    Alpharetta, GA
  • 12/2019 → 04/2021
    Alps Distributors, Inc
    Denver, CO
  • 10/2020 → 04/2021
    Vident Advisory, Llc
    Alpharetta, GA
  • 05/2021 → Present
    Virtus Investment Partners
    Brookhaven, GA
  • 05/2021 → Present
    Vp Distributors Llc
    Brookhaven, GA
Previous Registrations
  • 2021-06-10 → 2024-03-07
    Hartford, CT
    Brookhaven, GA
  • 2019-08-08 → 2021-05-21
    Alpharetta, GA
  • 2018-09-05 → 2019-07-26
    Edge Capital Group, Llc
    Atlanta, GA
  • 2017-10-03 → 2018-08-16
    Edge Advisors, Llc
    Atlanta, GA
  • 2017-07-21 → 2017-10-24
    Herndon Capital Management, Llc
    Atlanta, GA
Other Businesses

TOWNHOME RENTAL PROPERTY; NOT INVESTMENT RELATED; 2311 BRIX STREET, ORLANDO, FL 32804; NATURE OF OTHER BUSINESS: RENTAL PROPERTY; POSITION: OWNER/MANAGER; START DATE: 11/1/14; 1 HRS/MONTHLY DEVOTED TO OTHER BUSINESS; 1 HRS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS; DUTIES: MANAGE RENTAL PROPERTY

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-08-26
S65 Uniform Investment Adviser Law Examination 2017-07-20
  • S63 Uniform Securities Agent State Law Examination
    2020-08-26
  • S65 Uniform Investment Adviser Law Examination
    2017-07-20

View on SEC IAPD

More in Brookhaven, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor