Robert L Cox

Employer firm

Centurion Wealth Management LLC CRD 327991

$22.2M regulatory AUM

Reported services (Item 5G)

• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2018 → Present
  Winchester Financial Planning, Llc
  Duluth, GA
• 12/2011 → 04/2018
  Independent Insurance Agent
  Sugar Hill, GA
• 06/2020 → 09/2023
  Gradient Advisors, Llc
  Arden Hills, MN
• 05/2017 → 01/2020
  Winchester Wealth Management, Llc
  Duluth, GA
• 08/2023 → Present
  Centurion Wealth Management Llc
  Duluth, GA

Previous Registrations

• 2020-06-30 → 2023-09-25
  Gradient Advisors, Llc
  Duluth, GA
  Arden Hills, MN
• 2017-05-04 → 2020-01-09
  Winchester Wealth Management, Llc
  Duluth, GA
  Duluth, GA

Other Businesses

Name: Winchester Financial PLanning, LLC Investment-related: Yes Address: Duluth, GA Nature of the other business:Insurance Position, title, or relationship: Insurance Agent Start date: 03/2013 Approximate number of hours/month you devote to the other business:80 Number of hours you devote to the other business during securities trading hours:0 Duties:Client interface, marketing,product recommendations

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-20