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Dustin Mitchell Dorhout

Pgi Wealth Management

Alpharetta, GA

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Current Employers
Pgi Wealth Management

13680 Highway 9 Suite C100, Alpharetta, GA 30004 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-12-22
NE RA APPROVED 2022-01-07
  • GA RA
    APPROVED
    Since 2022-12-22
  • NE RA
    APPROVED
    Since 2022-01-07

Branch Locations

13680 Highway 9 Suite C100, Alpharetta, GA 30004 • 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
Cls Investments, Llc Omaha NE 06/2018 07/2019
Spectrum Financial Services, Inc. Omaha NE 04/2017 06/2018
Orion Advisor Services Omaha NE 09/2016 04/2017
First Data Corporation Omaha NE 01/2016 09/2016
Creighton University Omaha NE 08/2014 05/2018
Wealthplan Partners Omaha NE 07/2019 06/2021
Wealthplan Investment Management Omaha NE 06/2021 10/2021
Pgi Wealth Management Milton GA 11/2021 Present
  • 06/2018 → 07/2019
    Cls Investments, Llc
    Omaha, NE
  • 04/2017 → 06/2018
    Spectrum Financial Services, Inc.
    Omaha, NE
  • 09/2016 → 04/2017
    Orion Advisor Services
    Omaha, NE
  • 01/2016 → 09/2016
    First Data Corporation
    Omaha, NE
  • 08/2014 → 05/2018
    Creighton University
    Omaha, NE
  • 07/2019 → 06/2021
    Wealthplan Partners
    Omaha, NE
  • 06/2021 → 10/2021
    Wealthplan Investment Management
    Omaha, NE
  • 11/2021 → Present
    Pgi Wealth Management
    Milton, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-27
  • S65 Uniform Investment Adviser Law Examination
    2018-09-27

View on SEC IAPD

Other Firms

MRP CAPITAL INVESTMENTS, LLC
NEW EDGE WEALTH
COMMONWEALTH FINANCIAL NETWORK
SEQUENT PLANNING, LLC
BROOKSTONE WEALTH ADVISORS, LLC
LADENBURG THALMANN ASSET MANAGEMENT INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRESFUND ADVISORS

Other Investors

PAUL MATTHEW DAMM
MACARTHER ROYSTER PLUMART
PAUL FRANCIS SHAUGHNESSY
BRENDAN HUGH KEELAN
DANIEL ROSS MOSKOWITZ
RHEANNON LEA BODDIE
VENZON VICENCIO AROMIN
WILLIAM CLAY TUCKER

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

More in Alpharetta, GA

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