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Advocacy Wealth Management, LLC CRD 141943
$3.24B regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-21 |
| GA | RA | APPROVED | 2010-05-30 |
Branch Locations
3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3433 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advocacy Wealth Management, Llc | Atlanta | GA | 11/2017 | Present |
| Self-Employment | Orlando | FL | 10/2014 | 11/2017 |
1. Real Estate Agent/Home Smart (broker), 9755 Dogwood Drive, Ste 250A Roswell, GA 30075, Real Estate Agent, started 2017, 0 hours/month, 0 hours/month during securities trading hours. 2. Forge Consulting LLC, 11 Depot Street, Hartwell GA 30643, Non-investment related, Insurance agency, Parent company of Advocacy Wealth Management, no direct compensation, Title: Agent, started 11/2017, devote 5-10hrs/month during securities trading hours, Duties: Servicing and Placing insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-29 |
| S66 | Uniform Combined State Law Examination | 2000-01-13 |
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