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Robert M. Purvis

Some features on this profile are disabled
CRD#: 5609128
RP

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.

Robert Morgan Purvis, CFA, who also goes by Morgan Purvis, Robert M Purvis, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2009. Robert had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Morgan Purvis | Robert M Purvis

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

Chartered Financial Analyst

Experience

Past

October 3, 2016 - April 30, 2020

EQUITY INVESTMENT CORP

RIA
CRD#: 283930
ATLANTA, GA
Past

March 12, 2015 - October 30, 2017

JFB HOLDINGS CORP

RIA
CRD#: 108510
ATLANTA, GA
Past

March 2, 2015 - May 6, 2020

FORESIDE FUNDS DISTRIBUTORS LLC

BD
CRD#: 31334
ATLANTA, GA
Past

March 16, 2012 - February 28, 2015

JANNEY MONTGOMERY SCOTT LLC

RIA
CRD#: 463
AIKEN, SC
Past

March 16, 2012 - February 28, 2015

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
AIKEN, SC
Past

June 1, 2009 - March 20, 2012

MORGAN STANLEY

RIA
CRD#: 149777
AUGUSTA, GA
Past

June 1, 2009 - March 20, 2012

MORGAN STANLEY

BD
CRD#: 149777
AUGUSTA, GA
Past

May 26, 2009 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
AUGUSTA, GA
Past

April 6, 2009 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
AUGUSTA, 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".
EI
EQUITY INVESTMENT CORP
BZI PARTNERS, LLC | FIVE FALLS CAPITAL PARTNERS, LLC | EQUITY INVESTMENT CORPORATION ACQUISITION, INC. | EQUITY INVESTMENT CORPORATION | EQUITY INVESTMENT CORP

CRD#: 283930 / SEC#: 801-107945

RIA
Registered Investment Advisory firm - (6/15/2016 Approved)

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

State Security Law Exam
RR
IAR
Series 66
Date: 4/20/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/3/2009
General Securities Representative Examination

Current Firm

EI
EQUITY INVESTMENT CORP
BZI PARTNERS, LLC | FIVE FALLS CAPITAL PARTNERS, LLC | EQUITY INVESTMENT CORPORATION ACQUISITION, INC. | EQUITY INVESTMENT CORPORATION | EQUITY INVESTMENT CORP

CRD#: 283930 / SEC#: 801-107945

RIA
Registered Investment Advisory firm - (6/15/2016 Approved)
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Contact information

Main Address
1776 Peachtree Street Nw Suite 600s, Atlanta, GA 30309
Mailing Address
Phone number
(404) 239-0111
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (53 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

EQUITY INVESTMENT CORPORATION ADV 2A & 2B DATED MARCH 27, 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts6,039
AUM (Assets Under Management)$ 3,051,151,512

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

EQUITY INVESTMENT CORP

CRD#: 283930

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