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DW

David T. Weitz

UNIFIED INVESTMENT MANAGEMENT
Atlanta, GA 30328
Some features on this profile are disabled
CRD#: 4429494
DW

Professional summary

David T Weitz, who also goes by David Travis Weitz, is a registered financial advisor currently at UNIFIED INVESTMENT MANAGEMENT located in Atlanta, Georgia.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. David has worked at 6 firms and has passed the Series 63, Series 7TO, Series 86, Series 87, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

David Travis Weitz

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) - RIA

Click below to view David T Weitz'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

May 1, 2023 - Present

UNIFIED INVESTMENT MANAGEMENT

Office #1: One Glenlake Parkway Suite 650, Atlanta, GA 30328
RIA
CRD#: 326056
Atlanta, GA
Past

April 8, 2022 - March 16, 2023

MERCER GLOBAL ADVISORS INC.

RIA
CRD#: 147363
Atlanta, GA
Past

October 5, 2018 - December 16, 2022

ACG WEALTH INC.

RIA
CRD#: 150419
ATLANTA, GA
Past

October 4, 2018 - November 18, 2021

ARKADIOS CAPITAL

BD
CRD#: 282710
Atlanta, GA
Past

August 8, 2007 - October 1, 2018

REGISTER FINANCIAL ADVISORS, LLC

RIA
CRD#: 143884
ATLANTA, GA
Past

February 2, 2007 - August 14, 2007

REGISTER FINANCIAL ASSOCIATES, INC.

RIA
CRD#: 30568
ATLANTA, GA
Past

October 14, 2005 - December 31, 2006

REGISTER FINANCIAL ASSOCIATES, INC.

RIA
CRD#: 30568
ATLANTA, GA
Past

October 22, 2001 - October 1, 2018

REGISTER FINANCIAL ASSOCIATES, INC.

BD
CRD#: 30568
ATLANTA, GA

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".
UI
UNIFIED INVESTMENT MANAGEMENT
UNIFIED INVESTMENT MANAGEMENT | UNIFIED INVESTMENT MANAGEMENT, LLC | UNIFIED INVESTMENT MANAGEMENT LLC

CRD#: 326056 / SEC#: 801-127765

RIA
Registered Investment Advisory firm - (4/27/2023 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
Georgia
(5/1/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 10/15/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/18/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 86
Date: 3/18/2024
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
Series 87
Date: 3/18/2024
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/17/2001
General Securities Representative Examination

Current Firm

UI
UNIFIED INVESTMENT MANAGEMENT
UNIFIED INVESTMENT MANAGEMENT | UNIFIED INVESTMENT MANAGEMENT, LLC | UNIFIED INVESTMENT MANAGEMENT LLC

CRD#: 326056 / SEC#: 801-127765

RIA
Registered Investment Advisory firm - (4/27/2023 Approved)
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Contact information

Main Address
One Glenlake Parkway Suite 650, Atlanta, GA 30328
Mailing Address
Phone number
(404) 920-4768
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- UNIFIED INVESTMENT MANAGEMENT (2/10/2025)

Regulatory assets under management

Total Number of Accounts255
AUM (Assets Under Management)$ 136,230,720

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

UNIFIED INVESTMENT MANAGEMENT

CRD#: 326056Atlanta, GA 30328

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