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Stephen Amason

Forthright Wealth Management, LLC

Alpharetta, GA

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Current Employers
Forthright Wealth Management, Llc

11780 Northfall Lane Suite 303, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-07-28
  • GA RA
    APPROVED
    Since 2026-07-28

Branch Locations

11780 Northfall Lane Suite 303, Alpharetta, GA 30009 • 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
Hb Wealth Management, Llc Atlanta GA 01/2024 07/2026
Frazier & Deeter, Llc Atlanta GA 09/2020 01/2024
Unemployed Atlanta GA 05/2020 08/2020
Georgia College & State University Milledgeville GA 08/2015 05/2020
Forthright Wealth Management, Llc Alpharetta GA 07/2026 Present
  • 01/2024 → 07/2026
    Hb Wealth Management, Llc
    Atlanta, GA
  • 09/2020 → 01/2024
    Frazier & Deeter, Llc
    Atlanta, GA
  • 05/2020 → 08/2020
    Unemployed
    Atlanta, GA
  • 08/2015 → 05/2020
    Georgia College & State University
    Milledgeville, GA
  • 07/2026 → Present
    Forthright Wealth Management, Llc
    Alpharetta, GA
Previous Registrations
  • 2025-04-24 → 2026-07-08
    Hb Wealth
    Atlanta, GA
Designations
Other Names
  • Stephen Marshall Amason

View on SEC IAPD

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Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

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