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Charlotte Disley

Cahaba Wealth Management, Inc.

Atlanta, GA

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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 2025-08-19
GA RA APPROVED 2024-02-02
  • AL RA
    APPROVED
    Since 2025-08-19
  • GA RA
    APPROVED
    Since 2024-02-02

Branch Locations

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 Atlanta GA 08/2022 Present
Global Payments Atlanta GA 06/2019 03/2022
Self-Employed Atlanta GA 04/2022 08/2022
Oglethorpe University Atlanta GA 08/2015 05/2019
  • 08/2022 → Present
    Cahaba Wealth Management
    Atlanta, GA
  • 06/2019 → 03/2022
    Global Payments
    Atlanta, GA
  • 04/2022 → 08/2022
    Self-Employed
    Atlanta, GA
  • 08/2015 → 05/2019
    Oglethorpe University
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-22
  • S65 Uniform Investment Adviser Law Examination
    2023-12-22
Designations

View on SEC IAPD

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