Cameron W. Parkhurst

PEACHCAP TAX & ADVISORY

Atlanta, GA 30305

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CRD#: 4405510

Professional summary

Cameron White Parkhurst, who also goes by Cameron W Parkhurst, is a registered financial advisor currently at PEACHCAP TAX & ADVISORY, LLC located in Atlanta, Georgia and PEACHCAP SECURITIES, INC. located in Shalimar, Florida.

Cameron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Cameron has worked at 10 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 24 and Series 53 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cameron W Parkhurst

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.

1. Instigator Holdings, LLC Address: 318 Cedar St, Destin, FL 32541 Nature of the Business: Tourism Position/Title: Owner Investment Related: No Start Date: 2020 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron White Parkhurst'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

November 12, 2020 - Present

PEACHCAP TAX & ADVISORY, LLC

Office #1: 550 Pharr Rd. Suite 700, Atlanta, GA 30305

RIA

CRD#: 158729

Atlanta, GA

Current

June 10, 2020 - Present

PEACHCAP SECURITIES, INC.

CRD#: 25590

Shalimar, FL

Past

October 17, 2018 - May 30, 2020

ARKADIOS CAPITAL

CRD#: 282710

Atlanta, GA

Past

October 16, 2018 - May 30, 2020

ARKADIOS WEALTH ADVISORS

RIA

CRD#: 288863

ATLANTA, GA

Past

February 5, 2013 - October 17, 2018

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

ATLANTA, GA

Past

February 4, 2013 - October 17, 2018

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ATLANTA, GA

Past

August 4, 2005 - March 4, 2013

YIELDQUEST SECURITIES, LLC

CRD#: 135041

ATLANTA, GA

Past

February 18, 2005 - March 4, 2013

YIELDQUEST ADVISORS, LLC

RIA

CRD#: 132230

ATLANTA, GA

Past

June 21, 2004 - September 19, 2005

REGISTER FINANCIAL ASSOCIATES, INC.

CRD#: 30568

ATLANTA, GA

Past

September 6, 2001 - July 1, 2004

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

Past

August 3, 2001 - September 20, 2001

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

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".

PEACHCAP TAX & ADVISORY, LLC

INDEPENDENT WEALTH ADVISORS GROUP, LLC | PEACHTREE CAPITAL TAX AND ADVISORY, LLC | PEACHCAP TAX & ADVISORY, LLC | MILLER WEALTH ADVISORY, LLC

CRD#: 158729 / SEC#: 801-107335

RIA

Registered Investment Advisory firm - (3/1/2016 Approved)

Georgia

Registered Investment Advisory firm - (5/5/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(6/10/2020)

Colorado
(4/7/2025)

Florida
(6/10/2020)

Georgia
(6/10/2020)

IAR

Georgia
(11/12/2020)

Indiana
(1/12/2021)

Kansas
(6/10/2020)

Maryland
(9/20/2022)

Massachusetts
(6/10/2020)

Michigan
(6/17/2020)

North Carolina
(6/10/2020)

Tennessee
(4/19/2023)

Utah
(6/10/2020)

Virginia
(6/6/2022)

Washington
(6/10/2020)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/9/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/23/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/2/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/9/2005

General Securities Principal Examination

Principal/Supervisory Exam

Series 53

Date: 2/14/2005

Municipal Securities Principal Examination

SRO Registrations

FINRA

Current Firm

PEACHCAP TAX & ADVISORY, LLC

INDEPENDENT WEALTH ADVISORS GROUP, LLC | PEACHTREE CAPITAL TAX AND ADVISORY, LLC | PEACHCAP TAX & ADVISORY, LLC | MILLER WEALTH ADVISORY, LLC

CRD#: 158729 / SEC#: 801-107335

RIA

Registered Investment Advisory firm - (3/1/2016 Approved)

Georgia

Registered Investment Advisory firm - (5/5/2016 Terminated)

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Contact information

Main Address

550 Pharr Rd. Suite 700, Atlanta, GA 30305

Mailing Address

Phone number

(404) 220-8958

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV FORM 2A (3/11/2025)

Regulatory assets under management

Total Number of Accounts	605
AUM (Assets Under Management)	$ 148,611,560

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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Advisor Monitoring

Firm Stability Insights

Cameron W. Parkhurst

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron White Parkhurst's CRS (Customer Relationship Summary).

Certified licenses

Experience

PEACHCAP SECURITIES, INC.

ARKADIOS CAPITAL

ARKADIOS WEALTH ADVISORS

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

YIELDQUEST SECURITIES, LLC

YIELDQUEST ADVISORS, LLC

REGISTER FINANCIAL ASSOCIATES, INC.

KEYBANC CAPITAL MARKETS INC.

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

PEACHCAP TAX & ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/9/2004

Series 63

Date: 7/23/2001

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/2/2001

Series 24

Date: 5/9/2005

Series 53

Date: 2/14/2005

FINRA

Current Firm

PEACHCAP TAX & ADVISORY, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PEACHCAP TAX & ADVISORY, LLC

TRUST BUT VERIFY

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