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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xerox | San Antonio | TX | 05/2025 | Present |
| Documation | San Antonio | TX | 06/2024 | 01/2025 |
| Xerox | San Antonio | TX | 03/2023 | 06/2024 |
| Unemployed | Sam Antonio | TX | 01/2025 | 05/2025 |
| Unemployed | San Antonio | TX | 12/2021 | 02/2023 |
| Lupo Futures | Chicago | IL | 03/2021 | 12/2021 |
| Summers Trading Company | Chicago | IL | 06/2016 | 12/2020 |
| Unemployed | Chicago | IL | 01/2021 | 03/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-30 |
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