GC
Germi L. Cloud
CLOUD INVESTMENTS
Huntsville, AL 35801
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CRD#: 5832146
GC
Professional summary
Germi Lamar Cloud is a registered financial advisor currently at CLOUD INVESTMENTS, LLC located in Huntsville, Alabama.
Germi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Germi has worked at 3 firms and has passed the Series 65 exam.
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. Cloud Financial, Inc.; Investment related: yes; Nature: Insurance; Position: Insurance Agent; Start date: 08/2010; Hours: 100 Securities hours; 80; 2. Germi Cloud.; Investment related: no; Address: County Road 48 Section, AL 35771; Nature: Physical real estate investment, farm; Position: owner; Start date: 01/2020; Hours: 0 Securities hours/0 during trading; Brief description: The farmer leases row crop to farm. 3. Promenade Oaks HOA; not inv rel; homeowners association Treasurer start 063/2024; invoice and pay HOA bills; 10 hrs/mo; 0 hrs during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Germi Lamar Cloud'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®
NoneExperience
Current
June 6, 2016 - Present
CLOUD INVESTMENTS, LLC
Office #1: 200 Clinton Ave Suite 1020, Huntsville, AL 35801RIA
CRD#: 281915
Huntsville, AL
Past
March 24, 2015 - June 6, 2016
VANN EQUITY MANAGEMENT LLC
RIA
CRD#: 174239
HUNTSVILLE, FL
Past
August 11, 2010 - March 23, 2015
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
HUNTSVILLE, AL
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".
CI
CLOUD INVESTMENTS, LLC
CLOUD INVESTMENTS, LLC
CRD#: 281915 / SEC#: 801-112434
RIA
Registered Investment Advisory firm - (2/12/2018 Approved)Alabama
Registered Investment Advisory firm - (2/13/2018 Terminated)Texas
Registered Investment Advisory firm - (2/13/2018 Terminated)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
Alabama(6/6/2016)
IAR
Texas(3/5/2019)
Current Firm
CI
CLOUD INVESTMENTS, LLC
CLOUD INVESTMENTS, LLC
CRD#: 281915 / SEC#: 801-112434
RIA
Registered Investment Advisory firm - (2/12/2018 Approved)Alabama
Registered Investment Advisory firm - (2/13/2018 Terminated)Texas
Registered Investment Advisory firm - (2/13/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 Clinton Ave Suite 1020, Huntsville, AL 35801
Mailing Address
Phone number
(256) 715-0094
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,562 |
| AUM (Assets Under Management) | $ 343,763,348 |
Red Flags
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