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Current Employers
Regent Peak Wealth Advisors, Llc

200 Galleria Pkwy Se Suite 1175, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-03-20
  • GA RA
    APPROVED
    Since 2026-03-20

Branch Locations

200 Galleria Pkwy Se Suite 1175, Atlanta, GA 30339 • United States

200 Galleria Pkwy Se Suite 1175, Atlanta, GA 30339 • 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
Ameriprise Financial Services Inc Atlanta GA 08/2019 02/2021
Apple One Atlanta GA 05/2017 08/2017
Atlanta Country Club Atlanta GA 05/2015 08/2018
University Of Georgia Parking Services Athens GA 09/2017 04/2018
Crazy Dough's Athens GA 08/2018 05/2019
Lpl Financial Llc Alpharetta GA 02/2021 03/2023
Merit Financial Group, Llc Alpharetta GA 03/2021 03/2023
Mml Investors Services, Llc Atlanta GA 03/2023 01/2026
Massmutual Life Insurance Co Atlanta GA 02/2023 01/2026
Unemployed Atlanta GA 06/2019 07/2019
Regent Peak Wealth Advisors, Llc Atlanta GA 01/2026 Present
  • 08/2019 → 02/2021
    Ameriprise Financial Services Inc
    Atlanta, GA
  • 05/2017 → 08/2017
    Apple One
    Atlanta, GA
  • 05/2015 → 08/2018
    Atlanta Country Club
    Atlanta, GA
  • 09/2017 → 04/2018
    University Of Georgia Parking Services
    Athens, GA
  • 08/2018 → 05/2019
    Crazy Dough's
    Athens, GA
  • 02/2021 → 03/2023
    Lpl Financial Llc
    Alpharetta, GA
  • 03/2021 → 03/2023
    Merit Financial Group, Llc
    Alpharetta, GA
  • 03/2023 → 01/2026
    Atlanta, GA
  • 02/2023 → 01/2026
    Massmutual Life Insurance Co
    Atlanta, GA
  • 06/2019 → 07/2019
    Unemployed
    Atlanta, GA
  • 01/2026 → Present
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-02
  • S66 Uniform Combined State Law Examination
    2020-03-02
Designations

View on SEC IAPD

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