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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2026-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jsm Tree Services | Highland | IN | 01/2024 | 08/2025 |
| Lake Central High School | St John | IN | 09/2018 | 05/2022 |
| First Advisors National, Llc | Atlanta | GA | 08/2026 | Present |
| Grimmer Middle School | Schererville | IN | 08/2014 | 06/2018 |
| Aurelio's Pizza | Schererville | IN | 06/2022 | 08/2022 |
| Purdue University Northwest | Hammond | IN | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-17 |
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