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GW

Gary T. Whitehurst

BRIGHTER INVESTING, PB LLC
Atlanta, GA 30326
Some features on this profile are disabled
CRD#: 2880983
GW

Professional summary


Gary Thomas Whitehurst is a registered financial advisor currently at BRIGHTER INVESTING, PB LLC located in Atlanta, Georgia.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Gary has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
Brighter GP, LLC investment-related 3550 Lenox Rd NE, 21st Floor, Atlanta, GA 30326 fund-management company Owner 10/1/2021 20 hours per month 20 hours during trading hours review of venture capital strategy, oversee operations of the partnership, relationship management Brighter Private Credit GP, LLC investment-related 3550 Lenox Rd NE, 21st Floor, Atlanta, GA 30326 fund-management company Managing Member 9/22/2022 30 hours per month 15 hours during trading hours review and approval of loan portfolios, oversee operations of the partnership, relationship management Gary T. Whitehurst investment-related 3550 Lenox Rd NE, 21st Floor, Atlanta, GA 30326 insurance Licensed Insurance Agent 03/25/1997 1 hours per month 0 hours during trading Help clients assess insurance gaps

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Gary Thomas Whitehurst's CRS (Customer Relationship Summary).

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


Current

February 14, 2019 - Present

BRIGHTER INVESTING, PB LLC

Office #1: 3550 Lenox Rd. Ne 21st Floor, Atlanta, GA 30326
RIA
CRD#: 299367
Atlanta, GA
Past

August 1, 2007 - January 8, 2019

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
ATLANTA, GA
Past

May 2, 2003 - December 7, 2011

GV FINANCIAL ADVISORS, INC.

RIA
CRD#: 112118
ATLANTA, GA
Past

May 2, 2003 - January 9, 2019

JOYN ADVISORS, INC.

RIA
CRD#: 106725
ATLANTA, GA
Past

August 18, 1997 - January 8, 2019

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ATLANTA, GA

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(2/14/2019)
IAR
Texas
(4/23/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 8/27/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BI
BRIGHTER INVESTING, PB LLC
BRIGHTER INVESTING, PB LLC | MAGNETIC INVESTMENTS, PBLLC | MAGNETIC INVESTMENTS PB LLC | MAGNETIC INVESTMENTS LLC | MAGNETIC INVESTMENTS

CRD#: 299367 / SEC#:

Georgia
Registered Investment Advisory firm - (2/14/2019 Approved)
Texas
Registered Investment Advisory firm - (4/23/2022 Conditional Restricted)
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Contact information


Main Address
3550 Lenox Rd. Ne 21st Floor, Atlanta, GA 30326
Mailing Address
Phone number
(404) 410-0645
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts109
AUM (Assets Under Management)$ 39,077,713

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


BRIGHTER INVESTING, PB LLC

CRD#: 299367Atlanta, GA 30326

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