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Charles Michael Toole

Awm Capital, LLC

Atlanta, GA

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Current Employers
Awm Capital, Llc

1 N. 1St Street Suite 525, Phoenix, AZ 85004 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-08-15
TX RA APPROVED 2024-04-05
  • GA RA
    APPROVED
    Since 2025-08-15
  • TX RA
    APPROVED
    Since 2024-04-05

Branch Locations

3565 Piedmont Road Bldg 3 Ste 105, Atlanta, GA 30305 • 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
Creative Planning, Llc Denver CO 09/2022 01/2024
Truewealth Atlanta GA 06/2019 10/2020
University Of Georgia Athens GA 08/2015 05/2019
Awm Capital, Llc Wheat Ridge CO 01/2024 Present
Creative Planning, Llc Atlanta GA 10/2020 09/2022
  • 09/2022 → 01/2024
    Creative Planning, Llc
    Denver, CO
  • 06/2019 → 10/2020
    Truewealth
    Atlanta, GA
  • 08/2015 → 05/2019
    University Of Georgia
    Athens, GA
  • 01/2024 → Present
    Awm Capital, Llc
    Wheat Ridge, CO
  • 10/2020 → 09/2022
    Creative Planning, Llc
    Atlanta, GA
Previous Registrations
  • 2022-09-16 → 2024-01-08
    Creative Planning
    Denver, CO
    Overland Park, KS
    Atlanta, GA
Designations
Other Names
  • Charles Michael Toole

View on SEC IAPD

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