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Ernst & Young Investment Advisers LLP CRD 110921
30 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
200 Plaza Drive First Floor Suite 102, Secaucus, NJ 07094 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-04 |
Branch Locations
55 Ivan Allen Jr. Blvd Nw Suite 1000, Atlanta, GA 30308 • United States
Conyers, GA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tapfin/Ey | Atlanta | GA | 11/2024 | 06/2026 |
| Tapfin/Ey | Atlanta | GA | 06/2026 | Present |
| Transportation Tax Company Llc | Alpharetta | GA | 10/2024 | 11/2024 |
| Vineyard Vines Management Company | Conyers | GA | 09/2024 | 11/2024 |
| Unemployed | Conyers | GA | 03/2024 | 09/2024 |
| The Mather Group Llc | Atlanta | GA | 02/2022 | 03/2024 |
| Alpha Creek Accounting Llc | Conyers | GA | 08/2021 | 05/2022 |
| Popshelf | Conyers | GA | 05/2021 | 08/2021 |
| Lowe's | Conyers | GA | 09/2020 | 01/2022 |
| Chick-Fil-A | Covington | GA | 08/2018 | 09/2020 |
| Chipotle Mexican Grill | Conyers | GA | 11/2016 | 05/2017 |
| Georgia State University | Atlanta | GA | 08/2018 | 01/2023 |
| Pennsylvania State University | University Park | GA | 05/2025 | Present |
| Triade Alliance Business Ventures Llc | Conyers | GA | 03/2023 | Present |
| Virginia Wesleyan University | Norfolk | VA | 05/2017 | 08/2018 |
| Heritage High School | Conyers | GA | 08/2014 | 05/2017 |
Name: Triade Alliance Business Ventures Investment-related: No Address: 2271 Exchange Place SE Conyers, GA 30013 Nature: Accounting/Financial Consulting Position, title, or relationship: Owner Start date: 03/2023 Approximate number of hours/month: 6.5 hours/month Number of hours you devote to the other business during securities trading hours: 1 hour Duties: Operation/Business Management - Sales, Marketing, Finance, Compliance, Administration
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-24 |
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