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Larry Gene Peery

Magnolia Private Wealth, LLC

Philadelphia, PA

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Current Employers
Magnolia Private Wealth, Llc

1845 Walnut Street Suite 1601, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-07-14
  • PA RA
    APPROVED
    Since 2023-07-14

Branch Locations

1845 Walnut Street Suite 1601, Philadelphia, PA 19103 • 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
Cavria Advisors, Llc Philadelphia PA 01/2016 Present
  • 01/2016 → Present
    Cavria Advisors, Llc
    Philadelphia, PA
Previous Registrations
  • 2017-06-28 → 2023-12-11
    Cavria Advisors
    Philadelphia, PA
Other Businesses

FA Digital, LLC | 07/01/2020 - Present | Not Investment Related | Philadelphia, PA | Partner | 80 Hours per Month, 80 Hours During Market Hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-16
  • S65 Uniform Investment Adviser Law Examination
    2016-03-16
Other Names
  • Larry Peery

View on SEC IAPD

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