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Arthur L. Way

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CRD#: 2240029
AW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Arthur Lyman Way, who also goes by Art Way III, Arthur Lyman Way III, was a registered financial professional .

Arthur is a previously registered financial professional and started their career in finance in 1992. Arthur had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Art Way Iii | Arthur Lyman Way Iii

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 13, 2007 - March 6, 2018

J. HANNA AND ASSOCIATES, INC. DBA WAY FINANCIAL GROUP

RIA
CRD#: 142689
KENNESAW, GA
Past

January 8, 2004 - December 31, 2006

MALLORY FINANCIAL SERVICES, INC.

RIA
CRD#: 127915
KENNESAW, GA
Past

December 11, 2003 - March 29, 2007

TRIAD ADVISORS LLC

RIA
CRD#: 25803
KENNESAW, GA
Past

June 28, 1999 - November 18, 2016

TRIAD ADVISORS LLC

BD
CRD#: 25803
KENNESAW, GA
Past

January 31, 1997 - June 28, 1999

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

November 1, 1996 - January 31, 1997

KEOGLER, MORGAN & COMPANY, INC.

BD
CRD#: 16546
ATLANTA, GA
Past

August 26, 1992 - November 11, 1996

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/16/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


JH
J. HANNA AND ASSOCIATES, INC. DBA WAY FINANCIAL GROUP
J. HANNA AND ASSOCIATES, INC. DBA WAY FINANCIAL GROUP | WAY FINANCIAL GROUP, INC. | WAY FINANCIAL GROUP

CRD#: 142689 / SEC#:

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Contact information


Main Address
1275 Shiloh Rd Suite 2130, Kennesaw, GA 30144
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


J. HANNA AND ASSOCIATES, INC. DBA WAY FINANCIAL GROUP

CRD#: 142689

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