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Georganna M. Gullia

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CRD#: 3190682
GG

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.

Georganna Michelle Gullia, who also goes by Georgi Gullia, Georganna Michelle Petty, Georgi Petty, was a registered financial professional .

Georganna is a previously registered financial professional and started their career in finance in 1999. Georganna had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 79 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Georgi Gullia | Georganna Michelle Petty | Georgi Petty

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

January 17, 2012 - April 18, 2016

VRA PARTNERS, LLC

BD
CRD#: 142780
ATLANTA, GA
Past

August 10, 2009 - January 10, 2012

MORGAN STANLEY

RIA
CRD#: 149777
ATLANTA, GA
Past

June 17, 2009 - January 10, 2012

MORGAN STANLEY

BD
CRD#: 149777
ATLANTA, GA
Past

June 29, 2007 - June 25, 2009

WM. H. MURPHY & CO., INC.

BD
CRD#: 27274
ATLANTA, GA
Past

July 23, 2004 - February 16, 2006

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

January 2, 2003 - June 1, 2004

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA
Past

September 8, 2000 - August 6, 2001

KPMG CORPORATE FINANCE LLC

BD
CRD#: 103973
CHICAGO, IL
Past

July 22, 1999 - December 23, 1999

THE ROBINSON-HUMPHREY COMPANY, LLC

BD
CRD#: 723
ATLANTA, GA

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: 7/25/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


VP
VRA PARTNERS, LLC
VRA PARTNERS, LLC | VRH PARTNERS, LLC

CRD#: 142780 / SEC#: , 8-67489

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
3630 Peachtree Road Suite 1000, Atlanta, GA 30326
Mailing Address
3630 Peachtree Road Suite 1000, Atlanta, GA 30326
Phone number
(404) 835-1000
Established
Georgia since 06/01/2006
Firm type
Limited Liability Company
Fiscal year end
May
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


Documents


Direct owners and executive officers


NamePositionCRD#
LOEFFLER, MARK ALLENMD, SECRETARY4177877
MATTHIAS, BROCK DAVIDMANAGING DIRECTOR2314883
MCCARTNEY, DOUGLAS JAMESMD, CCO2478640
SHERMAN, WILLIAM TECHUMSCHPRESIDENT, CEO2478675
MCRAE, CHARLES COLLIERMANAGING DIRECTOR5680842
KINZER, CAROL ANNFINANCIAL AND OPERATIONS PRINCIPAL/CFO4519471

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


VRA PARTNERS, LLC

CRD#: 142780

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