Deborah L. Agerton

P2 CORPORATE FINANCE

Atlanta, GA

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CRD#: 4460597

Professional summary

Deborah Lynn Agerton, who also goes by Deborah Lynn Agerton, Deborah Agerton, Deborah Lynn Batson, Deborah Lynn Standridge, is a registered financial professional currently at P2 CORPORATE FINANCE, LLC located in Atlanta, Georgia and PALMAS SECURITIES located in Humacao, .

Deborah is registered as a RR (Registered Representative) and started their career in finance in 2008. Deborah has worked at 21 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series 24, Series 27, Series 9 and Series 10 exams.

Question & Answer

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Aliases

Deborah Lynn Agerton | Deborah Agerton | Deborah Lynn Batson | Deborah Lynn Standridge

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) - BD

Click below to view Deborah Lynn Agerton's 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 29, 2021 - Present

P2 CORPORATE FINANCE, LLC

CRD#: 313187

Atlanta, GA

Current

January 3, 2022 - Present

PALMAS SECURITIES

CRD#: 299935

HUMACAO, PR

Current

April 28, 2022 - Present

REAGAN SECURITIES, INC.

Office #1: 3495 Piedmont Road, Ne Building 10, Suite 920, Atlanta, GA 30305

CRD#: 156034

Atlanta, GA

Current

February 2, 2023 - Present

SPENCER CLARKE LLC

Office #1: 1801 N.e. 123rd St. Suite 314, North Miami, FL 33181

CRD#: 41316

NORTH MIAMI, FL

Current

July 2, 2023 - Present

GLOBETECH SECURITIES LLC

CRD#: 306611

CLIFTON PARK, NY

Current

September 1, 2023 - Present

NORTHVIEW ADVISORS LLC

CRD#: 323786

Austin, TX

Current

June 3, 2024 - Present

SERA GLOBAL SECURITIES US LLC

Office #1: 6250 Shiloh Road, Suite 30, Room 2, Alpharetta, GA 30005

CRD#: 283339

Alpharetta, GA

Current

November 1, 2024 - Present

PANTEK SECURITIES LLC

Office #1: 954 Ave Ponce De Leon, Suite #403b, San Juan, PR 00907

CRD#: 302091

San Juan, PR

Current

December 19, 2024 - Present

FIRST TURN SECURITIES LLC

Office #1: 4 East Sheridan Ave Suite 300, Oklahoma City, OK 73104

CRD#: 331300

OKLAHOMA CITY, OK

Current

January 3, 2025 - Present

KATAMA SECURITIES LLC

Office #1: 6250 Shiloh Road, Suite 30-3, Alpharetta, GA 30005

CRD#: 124667

Alpharetta, GA

Current

May 23, 2025 - Present

BSG SECURITIES, LLC

Office #1: 1000 Parkwood Circle Se Suite 810, Atlanta, GA 30339

CRD#: 333747

Atlanta, GA

Current

September 8, 2025 - Present

Office #1: 258 Fulton Street, Floor 85, New York, NY 10007

NEW YORK, NY

Current

October 28, 2025 - Present

CROFT & BENDER, LP

Office #1: 4401 Northside Parkway, Suite 395, Atlanta, GA 30327

RIA

CRD#: 46680

Atlanta, GA

Past

June 11, 2025 - November 3, 2025

HIGH HILL SECURITIES, LLC

CRD#: 328523

GREENSBORO, GA

Past

May 4, 2023 - October 16, 2025

NORTLOV SECURITIES LLC

CRD#: 318546

MCDONOUGH, GA

Past

February 4, 2022 - July 1, 2024

ETICO PARTNERS, LLC

CRD#: 122481

SARATOGA SPRINGS, NY

Past

January 3, 2022 - June 17, 2022

BRIDGE ALTERNATIVES SECURITIES, LLC.

CRD#: 298625

LAKE FOREST, IL

Past

January 3, 2022 - December 31, 2022

MCKENZIE SECURITIES LLC

CRD#: 310913

GUAYNABO, PR

Past

January 3, 2022 - December 31, 2022

EQUAPATH CAPITAL, LLC

CRD#: 313781

DORAL, FL

Past

October 15, 2021 - March 17, 2025

FORIS CAPITAL US LLC

CRD#: 282331

PORTSMOUTH, NH

Past

September 30, 2021 - January 10, 2022

ETICO PARTNERS, LLC

CRD#: 122481

SARATOGA SPRINGS, NY

Past

July 17, 2012 - August 4, 2021

NBC SECURITIES, INC.

RIA

CRD#: 17870

BIRMINGHAM, AL

Past

June 4, 2008 - August 4, 2021

NBC SECURITIES, INC.

CRD#: 17870

BIRMINGHAM, AL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Alabama
(7/2/2024)

Georgia
(7/1/2024)

Massachusetts
(7/11/2024)

New York
(7/11/2024)

North Carolina
(7/1/2024)

Texas
(7/1/2024)

Exams

State Security Law Exam

IAR

Series 66

Date: 5/8/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/3/2008

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/27/2012

General Securities Principal Examination

Principal/Supervisory Exam

Series 27

Date: 10/25/2010

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 9

Date: 11/21/2009

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 8/7/2009

General Securities Sales Supervisor - General Module Examination

SRO Registrations

FINRA

Current Firm

CROFT & BENDER, LP

CROFT & BENDER, LLC | CROFT & BENDER, LP

CRD#: 46680 / SEC#: 802-110053, 8-51520

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

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Contact information

Main Address

4401 Northside Parkway, Suite 395, Atlanta, GA 30327

Mailing Address

4401 Northside Parkway, Suite 395, Atlanta, GA 30327

Phone number

(404) 841-3131

Established

Georgia since 12/31/2014

Firm type

Partnership

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (28 States and Territories)

Documents

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
BRIGGS, FRANK HAY III	OWNER/CO-CEO	4124223
GOLDMAN, RONALD BRUCE	OWNER/CHIEF COMPLIANCE OFFICER/CO-CEO	3061431
TYE, STEVE BOMAR	OWNER/CO-CEO	2781172
AGERTON, DEBORAH LYNN	FINOP/CFO	4460597

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

SEC / JURISDICTION	REPORTING STATUS	EFFECTIVE DATE
SEC	ERA - Active	2/18/2017

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Deborah L. Agerton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Deborah Lynn Agerton's CRS (Customer Relationship Summary).

Certified licenses

Experience

PALMAS SECURITIES

REAGAN SECURITIES, INC.

SPENCER CLARKE LLC

GLOBETECH SECURITIES LLC

NORTHVIEW ADVISORS LLC

SERA GLOBAL SECURITIES US LLC

PANTEK SECURITIES LLC

FIRST TURN SECURITIES LLC

KATAMA SECURITIES LLC

BSG SECURITIES, LLC

CROFT & BENDER, LP

HIGH HILL SECURITIES, LLC

NORTLOV SECURITIES LLC

ETICO PARTNERS, LLC

BRIDGE ALTERNATIVES SECURITIES, LLC.

MCKENZIE SECURITIES LLC

EQUAPATH CAPITAL, LLC

FORIS CAPITAL US LLC

ETICO PARTNERS, LLC

NBC SECURITIES, INC.

NBC SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/8/2009

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 6/3/2008

Series 24

Date: 9/27/2012

Series 27

Date: 10/25/2010

Series 9

Date: 11/21/2009

Series 10

Date: 8/7/2009

FINRA

Current Firm

CROFT & BENDER, LP

Contact information

FINRA licenses (28 States and Territories)

Documents

Direct owners and executive officers

Exempt reporting advisers

Red Flags

Company Information

CROFT & BENDER, LP

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