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Equity Investment Corp CRD 283930
$3.51B regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1776 Peachtree Street Nw Suite 600S, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-12-21 |
| TX | RA | APPROVED | 2016-10-03 |
Branch Locations
1776 Peachtree Street Nw Suite 600S, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foreside Funds Distributors Llc | Milton | MA | 04/2012 | Present |
| Jfb Holdings Corp | Atlanta | GA | 03/2012 | 10/2017 |
| Equity Investment Corporation | Milton | MA | 09/2016 | Present |
1) Equity Investment Corporation; Investment Related; Registered Investment Advisor; Milton, MA; 3/2012; Northeast Regional Director; Wholesale SMA and the EIC Value Fund to financial intermediaries; 220 Hrs/Mo 150 trading. 2) Rental Property; Not Investment Related,; Dorchester, MA; real estate rental; Owner; 05/2004; 3hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-09 |
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