RIA Intelligence

STILLPOINT WEALTH MANAGEMENT, LLC

CRD #119154 SEC #801-62593 ATLANTA, GA 404-467-0771
SEC Registered Broker-Dealer
Total AUM
$775M
Discretionary
$760M
Employees
--
Clients
0
Accounts
1,930

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 7, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BRENNER, HENRY LESTERICHIEF FINANCIAL OFFICER - FINOPNA Control
BRENNER, HENRY LESTERICHIEF FINANCIAL OFFICER - FINOPNA Control
BRENNER, HENRY LESTERICHIEF FINANCIAL OFFICER - FINOPNA Control
BRENNER, HENRY LESTERICHIEF FINANCIAL OFFICER - FINOPNA Control
BRENNER, HENRY LESTERIPRESIDENT/MUNICIPAL PRINCIPALNA Control
BROOKS, ROBERT BLANEICEONA Control
BROOKS, ROBERT BLANEICEONA Control
BROOKS, ROBERT BLANEICEONA Control
BROOKS, ROBERT BLANEICEONA Control
GRACE, JAMES WESLEYIREGISTERED PRINCIPALNA Control
GRACE, JAMES WESLEYIREGISTERED PRINCIPALNA Control
GRACE, JAMES WESLEYIREGISTERED PRINCIPALNA Control
GRACE, JAMES WESLEYIREGISTERED PRINCIPALNA Control
GRACE, JAMES WESLEYIREGISTERED PRINCIPALNA Control
GRACE, JAMES WESLEYIREGISTERED PRINCIPALNA Control
GRACE, JAMES WESLEYICHIEF FINANCIAL OFFICER/SECRETARY/TREASURERNA Control
MACDONALD, MICHAEL SEANIMANAGING DIRECTOR OF INVESTMENT MANAGEMENT/BRANCH MANAGERNA Control
MACDONALD, MICHAEL SEANIMANAGING DIRECTOR OF INVESTMENT MANAGEMENT/BRANCH MANAGERNA Control
MACDONALD, MICHAEL SEANIMANAGING DIRECTOR OF INVESTMENT MANAGEMENTNA Control
MAYFIELD, LORI DUNNICFO/FINOPNA Control
MAYFIELD, LORI DUNNICFO/FINOPNA Control
NYGAARD, BRIAN LEEIPRESIDENT/CEONA Control
POSADA, PATRICIA JEANICHIEF COMPLIANCE OFFICER - PRINCIPALNA Control
RAY, JOHN FRANKLINIPRESIDENT/CEONA Control
RAY, JOHN FRANKLINICO-CHAIRNA Control
THOMAS, JAMES EDWARD JRIREGISTERED PRINCIPAL/AML COMPLIANCE OFFICERNA Control
VISCO, RALPH WEAKLEYICCO, SHROP, CROP, MUNI PRINCIPALNA Control
VISCO, RALPH WEAKLEYISROP, CROP, MUNI PRINCIPALNA Control
VISCO, RALPH WEAKLEYICCO, SROP, CROP, MUNI PRINCIPALNA Control
VISCO, RALPH WEAKLEYICCO, SHROP, CROP, MUNI PRINCIPALNA Control
VISCO, RALPH WEAKLEYICCO, SHROP, CROP, MUNI PRINCIPALNA Control
VISCO, RALPH WEAKLEYICCO, SHROP, CROP, MUNI PRINCIPALNA Control
WILLAMS, SHARON DONNELLICOMPLIANCE OFFICERNA
WILLIAMS, SHARON DONNELLICOMPLIANCE ASSISTANT / PRINCIPALNA Control
WILLIAMS, SHARON DONNELLICOMPLIANCE MANAGERNA Control
HERITAGE CAPITAL ADVISORS, LLCDESHAREHOLDERE Control
STILLPOINT ADVISORS, INC.DEOWNERE Control
STILLPOINT ADVISORS, INC.DEOWNERE Control
STILLPOINT ADVISORS, INC.DEOWNERE Control
STILLPOINT ADVISORS, INC.DEOWNERE Control
STILLPOINT ADVISORS, INC.DEOWNERE Control
STILLPOINT ADVISORS, INC.DEOWNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
FIRST TENNESSEE NATIONAL CORP.DESTILLPOINT ADVISORS, INC.C Control
FIRST TENNESSEE NATIONAL CORP.DESTILLPOINT ADVISORS, INC.C Control
FIRST TENNESSEE NATIONAL CORP.DESTILLPOINT ADVISORS, INC.C Control
FIRST TENNESSEE NATIONAL CORP.DESTILLPOINT ADVISORS, INC.C Control
FIRST TENNESSEE NATIONAL CORP.DESTILLPOINT ADVISORS, INC.C Control

Registrations

Federal

IA
Nov 7, 2005 REGISTERED

Notice Filings (12)

AR CA FL GA MA NC NJ NY PA TN TX WI

Address

3333 PEACHTREE RD., NE
SUITE 150
ATLANTA, GA 30326
USA
Phone: 404-467-0771