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Dorsey D. Farr

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CRD#: 4773383
DF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Dorsey David Farr, CFA was a registered financial professional .

Dorsey is a previously registered financial professional and started their career in finance in 2004. Dorsey had worked at 2 firms .

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFA

Experience


Past

January 22, 2007 - January 16, 2015

PEACHTREE INVESTMENT ADVISORS, INC.

RIA
CRD#: 139942
ATLANTA, GA
Past

March 16, 2004 - January 31, 2007

WILMINGTON TRUST INVESTMENT MANAGEMENT

RIA
CRD#: 19396
ATLANTA, GA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Current Firm


PI
PEACHTREE INVESTMENT ADVISORS, INC.
FRENCH WOLF & FARR, INC. | TROWBRIDGE ADVISORS, INC. | PEACHTREE INVESTMENT ADVISORS, INC.

CRD#: 139942 / SEC#: 801-66552

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Contact information


Main Address
945 East Paces Ferry Road Suite 2220, Atlanta, GA 30326
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

PEACHTREE INVESTMENT ADVISORS FORM ADV PART 2A (3/28/2018)

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


PEACHTREE INVESTMENT ADVISORS, INC.

CRD#: 139942

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