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Current Employers
Cahaba Wealth Management, Inc.

1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2020-08-18
  • AL RA
    APPROVED
    Since 2020-08-18

Branch Locations

1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309 • United States

3800 Colonnade Parkway Suite 340, Birmingham, AL 35243 • 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
Fidelity Institutional Asset Management Westlake TX 09/2017 03/2020
Fidelity Institutional Westlake TX 07/2016 09/2017
Cahaba Wealth Management Birmingham AL 03/2020 Present
  • 09/2017 → 03/2020
    Fidelity Institutional Asset Management
    Westlake, TX
  • 07/2016 → 09/2017
    Fidelity Institutional
    Westlake, TX
  • 03/2020 → Present
    Cahaba Wealth Management
    Birmingham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-07
S63 Uniform Securities Agent State Law Examination 2017-12-22
  • S65 Uniform Investment Adviser Law Examination
    2020-08-07
  • S63 Uniform Securities Agent State Law Examination
    2017-12-22
Designations
Other Names
  • Robert Charles Eifert
  • Robert Eifert

View on SEC IAPD

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