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Current Employers
Cahaba Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-01-01
GA RA APPROVED 2024-03-06
TX RA APPROVED 2021-05-21
AL RA APPROVED 2018-05-25
  • TN RA
    APPROVED
    Since 2025-01-01
  • GA RA
    APPROVED
    Since 2024-03-06
  • TX RA
    APPROVED
    Since 2021-05-21
  • AL RA
    APPROVED
    Since 2018-05-25

Branch Locations

1222 Demonbreun Street Suite 1635, Nashville, TN 37203 • United States

3800 Colonnade Parkway Suite 630, Birmingham, AL 35243 • United States

1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309 • 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
Cahaba Wealth Management, Inc. Birmingham AL 02/2018 04/2018
Cahaba Wealth Management, Inc. Birmingham AL 04/2018 Present
Pricewaterhousecoopers Nashville TN 09/2016 02/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-25
  • S65 Uniform Investment Adviser Law Examination
    2018-05-25
Designations

View on SEC IAPD

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