George B. Wrightnour

ATEGENOS CAPITAL

Scottsdale, AZ

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CRD#: 3217042

Professional summary

George Brooks Wrightnour JR., who also goes by Bay Wrightnour Jr., George B Wrightnour Jr, George Brooks Wrightnour Jr, George Brooks Wrightnour, is a registered financial advisor currently at ATEGENOS CAPITAL, LLC located in Scottsdale, Arizona.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. George has worked at 7 firms and has passed the Series 66, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bay Wrightnour Jr. | George B 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) - RIA

Click below to view George Brooks Wrightnour JR.'s CRS (Customer Relationship Summary).

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

September 5, 2024 - Present

ATEGENOS CAPITAL, LLC

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

CRD#: 46173

NEW YORK, NY

Past

October 2, 2019 - September 1, 2020

NORTHERN LIGHTS DISTRIBUTORS, LLC

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

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

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

CRD#: 38123

BERWYN, 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".

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.

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

Pennsylvania
(9/5/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

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

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/23/2003

General Securities Representative Examination

Current Firm

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

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ATEGENOS BROCHURE, SEPTEMBER 2025 (9/3/2025)

ATEGENOS BROCHURE - WRAP PROGRAM, SEPTEMBER 2025 (9/3/2025)

Regulatory assets under management

Total Number of Accounts	1,758
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.

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Firm Stability Insights

George B. Wrightnour

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Brooks Wrightnour JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

NORTHERN LIGHTS DISTRIBUTORS, LLC

SWAN GLOBAL INVESTMENTS, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

BRINKER CAPITAL INC

BRINKER CAPITAL SECURITIES, LLC

Primary Firm SEC Registration

ATEGENOS CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/19/2007

Series 65

Date: 10/8/1999

SIE

Date: 10/1/2018

Series 7

Date: 12/23/2003

Current Firm

ATEGENOS CAPITAL, LLC

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ATEGENOS CAPITAL, LLC

TRUST BUT VERIFY

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