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GW

George B. Wrightnour

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CRD#: 3217042
GW
George B Wrightnour

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.

George B Wrightnour, who also goes by Bay Wrightnour Jr., George B Wrightnour Jr, George Brooks Wrightnour Jr, George Brooks Wrightnour Jr., George Brooks Wrightnour, was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 2005. George had worked at 7 firms and has passed the Series 66, Series 65, SIE and Series 7 exams.

Aliases

Bay Wrightnour Jr. | George B Wrightnour Jr | George Brooks Wrightnour Jr | George Brooks Wrightnour Jr. | George Brooks Wrightnour

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.
George and Janet Wrightnour Living Trust- Co-TTEE and Executor for my Parent's Living Trust and also have Power of Attorney on my mother and father, Start: 08/05/2021, Address: 11 Baylors Rd, Nicholson Pa 18446, 0 total hours per month 0 during securities trading hours, Investment related, No annual compensation,

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

September 5, 2024 - August 13, 2026

AC WEALTH PARTNERS

RIA
CRD#: 326708
Scottsdale, AZ
Past

October 27, 2020 - October 23, 2024

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
Scottsdale, AZ
Past

October 9, 2020 - October 23, 2024

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

October 2, 2019 - September 1, 2020

NORTHERN LIGHTS DISTRIBUTORS, LLC

BD
CRD#: 126159
ELKHORN, NE
Past

September 16, 2019 - September 2, 2020

SWAN GLOBAL INVESTMENTS, LLC

RIA
CRD#: 114669
Manhattan Beach, CA
Past

December 3, 2018 - July 18, 2019

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
SANTA MONICA, CA
Past

November 30, 2018 - July 18, 2019

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
SANTA MONICA, CA
Past

February 26, 2018 - December 3, 2018

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
SANTA MONICA, CA
Past

February 12, 2018 - December 3, 2018

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SANTA MONICA, CA
Past

January 22, 2007 - September 7, 2017

BRINKER CAPITAL INC

RIA
CRD#: 111743
MANHATTAN BEACH, CA
Past

August 2, 2005 - September 7, 2017

BRINKER CAPITAL SECURITIES, LLC

BD
CRD#: 38123
KING OF PRUSSIA, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
AC WEALTH PARTNERS
AC WEALTH PARTNERS | ATEGENOS CAPITAL, LLC

CRD#: 326708 / SEC#: 801-128024

RIA
Registered Investment Advisory firm - (5/22/2023 Approved)

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
RR
IAR
Series 66
Date: 1/19/2007
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/8/1999
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/23/2003
General Securities Representative Examination

Current Firm

AW
AC WEALTH PARTNERS
AC WEALTH PARTNERS | ATEGENOS CAPITAL, LLC

CRD#: 326708 / SEC#: 801-128024

RIA
Registered Investment Advisory firm - (5/22/2023 Approved)
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Contact information

Main Address
1000 Chesterbrook Boulevard Suite 102, Berwyn, PA 19312
Mailing Address
Phone number
+1 (800) 461-3205
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ATEGENOS BROCHURE, JANUARY 2026 (1/2/2026)
ATEGENOS BROCHURE - WRAP PROGRAM, JANUARY 2026 (1/2/2026)

Regulatory assets under management

Total Number of Accounts1,758
AUM (Assets Under Management)$ 466,434,579

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

AC WEALTH PARTNERS

CRD#: 326708

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