Devin L. Alphin

PR SQUARED WEALTH MANAGEMENT LLC

Decatur, GA

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CRD#: 6103157

Professional summary

Devin Lamont Alphin, who also goes by Devin Lamont Alphin, Devin Alphin, is a registered financial advisor currently at PR SQUARED WEALTH MANAGEMENT LLC located in Decatur, Georgia and CAPITALWIZE, LLC located in Atlanta, Georgia.

Devin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Devin has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Devin Lamont Alphin | Devin Alphin

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.) Devin Alphin, Sole Proprietor; Yes; Atlanta, GA; Insurance Services; Insurance Agent; 03/2025; 20/ HRS MO; 20/ HRS MO (2.) Capitalwize, LLC; Yes; Atlanta, GA; RIA; Financial Advisor; 04/2025; 40/ HR MO; 40/ HRS MO (3.) Melanin Money; Yes; Dallas, TX; Financial Planning firm; Client Associate; 03/2025; 10/ HRS MO; 10/ HR MO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Devin Lamont Alphin'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

May 22, 2025 - Present

PR SQUARED WEALTH MANAGEMENT LLC

RIA

CRD#: 309595

Decatur, GA

Current

May 22, 2025 - Present

CAPITALWIZE, LLC

Office #1: 1100 Peachtree St. Ne Ste. 200, Atlanta, GA 30309

RIA

CRD#: 288124

Atlanta, GA

Past

October 31, 2024 - March 12, 2025

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

ATLANTA, GA

Past

October 28, 2024 - March 12, 2025

MML INVESTORS SERVICES, LLC

CRD#: 10409

ATLANTA, GA

Past

March 11, 2024 - September 26, 2024

PR SQUARED WEALTH MANAGEMENT LLC

RIA

CRD#: 309595

Lawrenceville, GA

Past

March 3, 2016 - November 8, 2023

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

ATLANTA, GA

Past

February 29, 2016 - November 8, 2023

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

ATLANTA, GA

Past

May 2, 2014 - February 9, 2016

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

DECATUR, GA

Past

October 1, 2012 - February 9, 2016

J.P. MORGAN SECURITIES LLC

CRD#: 79

DECATUR, GA

Past

September 18, 2012 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CONYERS, GA

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

Georgia
(5/22/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/30/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/2/2012

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: 4/4/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/17/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PR SQUARED WEALTH MANAGEMENT LLC

CRD#: 309595 / SEC#:

Alabama

Registered Investment Advisory firm - (12/2/2024 Terminated)

Georgia

Registered Investment Advisory firm - (7/31/2020 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1770 The Exchange Suite 220, Atlanta, GA 30339

Mailing Address

Phone number

(678) 719-2735

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	79
AUM (Assets Under Management)	$ 7,934,256

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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Advisor Monitoring

Firm Stability Insights

Devin L. Alphin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Devin Lamont Alphin's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITALWIZE, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

PR SQUARED WEALTH MANAGEMENT LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/30/2014

Series 63

Date: 11/2/2012

SIE

Date: 10/1/2018

Series 7

Date: 4/4/2014

Series 6

Date: 9/17/2012

Current Firm

PR SQUARED WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PR SQUARED WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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