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Bobbi Blaire Parlo

Zwj Investment Counsel Inc

Atlanta, GA

CRD 7867625

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Employer firm

Zwj Investment Counsel Inc CRD 110397

$4.23B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Zwj Investment Counsel Inc

75 14Th Street Ne Suite 2900, Atlanta, GA 30309-7604 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-08-07
  • GA RA
    APPROVED
    Since 2024-08-07

Branch Locations

75 14Th Street Ne Suite 2900, Atlanta, GA 30309-7604 • 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
Windham Brannon, Llc Atlanta GA 01/2016 10/2023
Zwj Investment Counsel Atlanta GA 01/2024 Present
  • 01/2016 → 10/2023
    Windham Brannon, Llc
    Atlanta, GA
  • 01/2024 → Present
    Zwj Investment Counsel
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-30
  • S65 Uniform Investment Adviser Law Examination
    2024-07-30
Other Names
  • Blaire Parlo

View on SEC IAPD

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Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

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