David G. Curry

EPG WEALTH MANAGEMENT LLC

Atlanta, GA 30305

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CRD#: 4506561

Professional summary

David Griswold Curry, CFP® is a registered financial advisor currently at EPG WEALTH MANAGEMENT LLC located in Atlanta, Georgia and ARKADIOS CAPITAL located in Atlanta, Georgia.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. David has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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. Curry & Co., LLP, 3395 West Paces Ferry Court NW, Atlanta, GA, Non-investment related, DBA, Title: Management started July 7, 2014, 0 HRS/Month. 2. RCM Capital LLC, 3400 Stratford Road NE, #3406, Atlanta GA, Non-Investment related, DBA, Management started June 15, 2018, 5 HRS/Month, 0 HRS/Month during securities trading hours. 3. East Paces Group, 309 East Paces Ferry Rd NE, Ste 900, Atlanta GA, Advisory firm, Principal started 4/1/2019, 80hrs/month, 1 hr/month during securities trading hours. Combination of business distributions and salary.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Griswold Curry'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®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

June 3, 2019 - Present

EPG WEALTH MANAGEMENT LLC

Office #1: 309 East Paces Ferry Rd Ne Ste 900, Atlanta, GA 30305

RIA

CRD#: 302075

Atlanta, GA

Current

March 10, 2017 - Present

ARKADIOS CAPITAL

Office #1: 309 East Paces Ferry Road Suite 900, Atlanta, GA 30305

CRD#: 282710

Atlanta, GA

Past

June 11, 2014 - November 20, 2020

ACG WEALTH INC.

RIA

CRD#: 150419

Atlanta, GA

Past

June 10, 2014 - March 13, 2017

TRIAD ADVISORS LLC

CRD#: 25803

ATLANTA, GA

Past

July 27, 2010 - December 6, 2011

GV FINANCIAL ADVISORS, INC.

RIA

CRD#: 112118

ATLANTA, GA

Past

July 27, 2010 - June 11, 2014

JOYN ADVISORS, INC.

RIA

CRD#: 106725

ATLANTA, GA

Past

July 12, 2010 - June 11, 2014

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

ATLANTA, GA

Past

June 17, 2010 - June 11, 2014

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ATLANTA, GA

Past

October 25, 2005 - May 24, 2010

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ATLANTA, GA

Past

March 5, 2002 - May 24, 2010

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

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".

EPG WEALTH MANAGEMENT LLC

EAST PACES GROUP | KINSHIP WEALTH PARTNERS | EPG WEALTH MANAGEMENT LLC

CRD#: 302075 / SEC#: 801-116719

RIA

Registered Investment Advisory firm - (5/31/2019 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.

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
(1/3/2023)

Florida
(1/3/2023)

Georgia
(3/10/2017)

IAR

Georgia
(6/3/2019)

IAR

Louisiana
(1/6/2021)

Massachusetts
(11/27/2024)

IAR

Nebraska
(8/18/2022)

New York
(1/3/2023)

North Carolina
(1/3/2023)

IAR

Texas
(6/5/2019)

Texas
(11/27/2024)

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

Exams

State Security Law Exam

IAR

Series 66

Date: 9/2/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/5/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/19/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/1/2002

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/31/2006

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

EPG WEALTH MANAGEMENT LLC

EAST PACES GROUP | KINSHIP WEALTH PARTNERS | EPG WEALTH MANAGEMENT LLC

CRD#: 302075 / SEC#: 801-116719

RIA

Registered Investment Advisory firm - (5/31/2019 Approved)

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Contact information

Main Address

309 East Paces Ferry Rd Ne Ste 900, Atlanta, GA 30305

Mailing Address

Phone number

(404) 809-3680

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EPG WEALTH MANAGEMENT FIRM BROCHURE (3/12/2025)

EPG WEALTH MANAGMENT WRAP FEE PROGRAM BROCHURE (3/12/2025)

Regulatory assets under management

Total Number of Accounts	1,114
AUM (Assets Under Management)	$ 495,489,968

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

David G. Curry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Griswold Curry's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARKADIOS CAPITAL

ACG WEALTH INC.

TRIAD ADVISORS LLC

GV FINANCIAL ADVISORS, INC.

JOYN ADVISORS, INC.

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

EPG WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/2/2005

Series 63

Date: 3/5/2002

SIE

Date: 10/1/2018

Series 7

Date: 10/19/2005

Series 6

Date: 3/1/2002

Series 24

Date: 7/31/2006

FINRA

Current Firm

EPG WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EPG WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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