VERACITY CAPITAL LLC
CRD #304272 SEC #801-116934 ATLANTA, GA 844-508-7884
SEC Registered
Total AUM
$695.4M
Discretionary
$681.6M
Employees
14
Clients
10
Accounts
1,744
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 13, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Boutwell, Kevin, Michael | I | WEALTH ADVISOR | NA | Control |
| Matzell, Benjamin, Hodgkins | I | CLIENT RELATIONS MANAGER | NA | |
| Matzell, Benjamin, Hodgkins | I | CLIENT RELATIONS MANAGER | NA | |
| Matzell, Benjamin, Hodgkins | I | CLIENT RELATIONS MANAGER | NA | |
| Matzell, Benjamin, Hodgkins | I | CLIENT RELATIONS MANAGER | NA | |
| Matzell, Benjamin, Hodgkins | I | CLIENT RELATIONS MANAGER | NA | |
| Matzell, Benjamin, Hodgkins | I | CLIENT RELATIONS MANAGER | NA | |
| Matzell, Benjamin, Hodgkins | I | CLIENT RELATIONS MANAGER | NA | |
| Matzell, Benjamin, Hodgkins | I | CLIENT RELATIONS MANAGER | NA | |
| Matzell, Benjamin, Hodgkins | I | CLIENT RELATIONS MANAGER | NA | |
| Matzell, Benjamin, Hodgkins | I | CLIENT RELATIONS MANAGER | NA | |
| Matzell, Benjamin, Hodgkins | I | CLIENT RELATIONS MANAGER | NA | |
| Matzell, Benjamin, Hodgkins | I | CLIENT RELATIONS MANAGER | NA | |
| Matzell, Benjamin, Hodgkins | I | CLIENT RELATIONS MANAGER | NA | |
| Matzell, Benjamin, Hodgkins | I | CLIENT RELATIONS MANAGER | NA | |
| Matzell, Benjamin, Hodgkins | I | CLIENT RELATIONS MANAGER | NA | |
| Matzell, Benjamin, Hodgkins | I | CLIENT RELATIONS MANAGER | NA | |
| Matzell, Benjamin, Hodgkins | I | CLIENT RELATIONS MANAGER | NA | |
| Rinker, John, Arthur | I | CLIENT RELATIONS MANAGER | NA | |
| Rinker, John, Arthur | I | CLIENT RELATIONS MANAGER | NA | |
| Rinker, John, Arthur | I | CLIENT RELATIONS MANAGER | NA | |
| Rinker, John, Arthur | I | CLIENT RELATIONS MANAGER | NA | |
| Rinker, John, Arthur | I | CLIENT RELATIONS MANAGER | NA | |
| Rinker, John, Arthur | I | CLIENT RELATIONS MANAGER | NA | |
| Rinker, John, Arthur | I | CLIENT RELATIONS MANAGER | NA | |
| Rinker, John, Arthur | I | CLIENT RELATIONS MANAGER | NA | |
| Rinker, John, Arthur | I | CLIENT RELATIONS MANAGER | NA | |
| Rinker, John, Arthur | I | CLIENT RELATIONS MANAGER | NA | |
| Rinker, John, Arthur | I | CLIENT RELATIONS MANAGER | NA | |
| Rinker, John, Arthur | I | CLIENT RELATIONS MANAGER | NA | |
| Rinker, John, Arthur | I | CLIENT RELATIONS MANAGER | NA | |
| Rinker, John, Arthur | I | CLIENT RELATIONS MANAGER | NA | |
| Rinker, John, Arthur | I | CLIENT RELATIONS MANAGER | NA | |
| Rinker, John, Arthur | I | CLIENT RELATIONS MANAGER | NA | |
| Rinker, John, Arthur | I | CLIENT RELATIONS MANAGER | NA | |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| Mess, Michael, Jonathan | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | C | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| GRAY, KEVIN, SCOTT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| Mess, Michael, Jonathan | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | B | Control |
| Mess, Michael, Jonathan | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | B | Control |
| Mess, Michael, Jonathan | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | B | Control |
| Mess, Michael, Jonathan | I | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | B | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | B | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | B | Control |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | B | Control |
| Boutwell, Kevin, Michael | I | WEALTH ADVISOR | A | Control |
| Boutwell, Kevin, Michael | I | WEALTH ADVISOR | A | Control |
| Boutwell, Kevin, Michael | I | WEALTH ADVISOR | A | Control |
| Boutwell, Kevin, Michael | I | WEALTH ADVISOR | A | Control |
| Boutwell, Kevin, Michael | I | WEALTH ADVISOR | A | Control |
| Boutwell, Kevin, Michael | I | WEALTH ADVISOR | A | Control |
| Boutwell, Kevin, Michael | I | WEALTH ADVISOR | A | Control |
| Boutwell, Kevin, Michael | I | WEALTH ADVISOR | A | Control |
| Boutwell, Kevin, Michael | I | WEALTH ADVISOR | A | Control |
| Boutwell, Kevin, Michael | I | WEALTH ADVISOR | A | Control |
| Boutwell, Kevin, Michael | I | WEALTH ADVISOR | A | Control |
| Boutwell, Kevin, Michael | I | WEALTH ADVISOR | A | Control |
| Boutwell, Kevin, Michael | I | WEALTH ADVISOR | A | Control |
| Boutwell, Kevin, Michael | I | WEALTH ADVISOR | A | Control |
| Boutwell, Kevin, Michael | I | WEALTH ADVISOR | A | Control |
| Boutwell, Kevin, Michael | I | WEALTH ADVISOR | A | Control |
| Collopy, Michael | I | WEALTH ADVISOR | A | Control |
| Collopy, Michael | I | WEALTH ADVISOR | A | Control |
| Collopy, Michael | I | WEALTH ADVISOR | A | Control |
| Collopy, Michael | I | WEALTH ADVISOR | A | Control |
| Collopy, Michael | I | WEALTH ADVISOR | A | Control |
| Collopy, Michael | I | WEALTH ADVISOR | A | Control |
| Collopy, Michael | I | WEALTH ADVISOR | A | Control |
| Collopy, Michael | I | WEALTH ADVISOR | A | Control |
| Collopy, Michael | I | WEALTH ADVISOR | A | Control |
| Collopy, Michael | I | WEALTH ADVISOR | A | Control |
| Collopy, Michael | I | WEALTH ADVISOR | A | Control |
| Collopy, Michael | I | WEALTH ADVISOR | A | Control |
| Collopy, Michael | I | WEALTH ADVISOR | A | Control |
| Collopy, Michael | I | WEALTH ADVISOR | A | Control |
| Collopy, Michael | I | WEALTH ADVISOR | A | Control |
| Collopy, Michael | I | WEALTH ADVISOR | A | Control |
| Collopy, Michael | I | WEALTH ADVISOR | A | Control |
| HARWELL, MATTHEW, GRANT | I | WEALTH ADVISOR | A | |
| HARWELL, MATTHEW, GRANT | I | WEALTH ADVISOR | A | |
| HARWELL, MATTHEW, GRANT | I | WEALTH ADVISOR | A | |
| HARWELL, MATTHEW, GRANT | I | WEALTH ADVISOR | A | |
| Liscom, Clayton, Lee | I | WEALTH ADVISOR | A | |
| Liscom, Clayton, Lee | I | WEALTH ADVISOR | A | |
| Liscom, Clayton, Lee | I | WEALTH ADVISOR | A | |
| Liscom, Clayton, Lee | I | WEALTH ADVISOR | A | |
| Liscom, Clayton, Lee | I | WEALTH ADVISOR | A | |
| Liscom, Clayton, Lee | I | WEALTH ADVISOR | A | |
| Liscom, Clayton, Lee | I | WEALTH ADVISOR | A | |
| Liscom, Clayton, Lee | I | WEALTH ADVISOR | A | |
| Liscom, Clayton, Lee | I | WEALTH ADVISOR | A | |
| Liscom, Clayton, Lee | I | WEALTH ADVISOR | A | |
| Liscom, Clayton, Lee | I | WEALTH ADVISOR | A | |
| Liscom, Clayton, Lee | I | WEALTH ADVISOR | A | |
| Liscom, Clayton, Lee | I | WEALTH ADVISOR | A | |
| Liscom, Clayton, Lee | I | WEALTH ADVISOR | A | |
| Liscom, Clayton, Lee | I | WEALTH ADVISOR | A | |
| Liscom, Clayton, Lee | I | WEALTH ADVISOR | A | |
| Liscom, Clayton, Lee | I | WEALTH ADVISOR | A | |
| Rogers, John, David | I | PRESIDENT/CHIEF OPERATING OFFICER | A | Control |
| SHAMLIAN, HARRY, RONALD | I | WEALTH ADVISOR | A | |
| SHAMLIAN, HARRY, RONALD | I | WEALTH ADVISOR | A | |
| SHAMLIAN, HARRY, RONALD | I | WEALTH ADVISOR | A | |
| SHAMLIAN, HARRY, RONALD | I | WEALTH ADVISOR | A |
Registrations
Federal
IA
Aug 13, 2025 REGISTERED
Notice Filings (19)
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Address
2859 PACES FERRY ROADSUITE 635
ATLANTA, GA 30339
United States
Phone: 844-508-7884