Erin L. Tatham
REGISTER FINANCIAL ADVISORS
Atlanta, GA 30326
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CRD#: 6129922
Professional summary
Erin L Tatham, CFP®, who also goes by Erin Tatham, is a registered financial advisor currently at REGISTER FINANCIAL ADVISORS, LLC located in Atlanta, Georgia.
Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Erin has worked at 3 firms and has passed the Series 65 and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Erin Tatham
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. Tatham Ventures, LLC, Non-Investment related, Private residence, Nature of business: LLC established for real estate investments, 50% Owner, Started 3/1/2018, Devote 2 hours/month outside of securities trading hours, Duties: Reviewing updates from managing partner of investment; reviewing finances. 2. ACRE-Clemson, Non-Investment related, 2970 Peachtree Rd, Suite 805, Atlanta, GA, 30305, Nature of business: Real Estate development, member of LLC, started 12/11/18, Devote 1 hour/month outside of securities trading hours Duties: minimal/virtually no duties; more of a passive real estate investment. 3. From the Earth Brewery, Non-Investment related, 1570 Holcombe Bridge Rd., Roswell, GA 30076, Nature of business: Craft brewery/restaurant, Investor started 8/31/2016, Devote 0 hours/month, Duties: No duties, passive investor. 4. Divorce Resource Center of Georgia, Non-Investment Related, 445 Huntington Road, Suite 120, Athens GA 30606, Contract Financial Advisor, Consulting; financial advising, Financial Consultant, Started TBD, 5-8 hours/month, 2-3 hours/month during market hours, Provide financial advice to clients going through/finalizing a divorce. 5. FTE Restaurant Group, Investment Related, 1570 Holcomb Bridge Road Roswell, GA 30076, Nature of business: Holding company for From the Earth Brewing and a second restaurant concept, Bask, Investor started February 2022, 0 hours/month, Silent partner/investor. 6. 1570 Holcomb Bridge Road, LLC, Non-Investment Related, 1570 Holcomb Bridge Road Roswell, GA 30076, Nature of business: Restaurant, Investor started February 2022, 0 hours/month, Silent partner/investor. 7. ACRE-Wall Street, LLC, Non-Investment Related, 3715 Northside Parkway NW, Building 400, Suite 515, Atlanta, GA 30327, Commercial Real Estate Investment, minority partner, August 1, 2022, 0 hours/month; 0 hours/month during trading hours, Silent partner/investor. 8. Sweet Apple Parent Teacher Organization, Non-Investment Related, 12025 Etris Road, Roswell GA, Elementary school PTO, Treasurer, Started August 1, 2022, 10 hours/month outside of securities trading hours, Processing reimbursement requests, approving expenses, Providing updates income and expenditures.
CRS (Client Relationship Summary) - RIA
Click below to view Erin L Tatham'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®
CFP®
Start date: 2020
Experience
Current
March 16, 2020 - Present
REGISTER FINANCIAL ADVISORS, LLC
Office #1: 3500 Lenox Road Suite 1700, Atlanta, GA 30326RIA
CRD#: 143884
Atlanta, GA
Past
May 17, 2018 - March 31, 2020
PROVIDENCE CAPITAL ADVISORS, LLC
RIA
CRD#: 174631
ROSWELL, GA
Past
April 27, 2015 - March 21, 2018
MERIDIAN INVESTMENTS
RIA
CRD#: 158276
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".
RF
REGISTER FINANCIAL ADVISORS, LLC
REGISTER & AKERS ADVISORY SERVICES, LLC. | REGISTER FINANCIAL ADVISORS, LLC | REGISTER AND AKERS MANAGEMENT SERVICES, LLC
CRD#: 143884 / SEC#: 801-81190
RIA
Registered Investment Advisory firm - (4/17/2015 Approved)Alabama
Registered Investment Advisory firm - (4/22/2015 Terminated)Florida
Registered Investment Advisory firm - (4/17/2015 Terminated)Georgia
Registered Investment Advisory firm - (6/25/2015 Terminated)Louisiana
Registered Investment Advisory firm - (8/14/2015 Terminated)North Carolina
Registered Investment Advisory firm - (4/17/2015 Terminated)Texas
Registered Investment Advisory firm - (4/17/2015 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
Georgia(3/16/2020)
IAR
Texas(5/5/2021)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
RF
REGISTER FINANCIAL ADVISORS, LLC
REGISTER & AKERS ADVISORY SERVICES, LLC. | REGISTER FINANCIAL ADVISORS, LLC | REGISTER AND AKERS MANAGEMENT SERVICES, LLC
CRD#: 143884 / SEC#: 801-81190
RIA
Registered Investment Advisory firm - (4/17/2015 Approved)Alabama
Registered Investment Advisory firm - (4/22/2015 Terminated)Florida
Registered Investment Advisory firm - (4/17/2015 Terminated)Georgia
Registered Investment Advisory firm - (6/25/2015 Terminated)Louisiana
Registered Investment Advisory firm - (8/14/2015 Terminated)North Carolina
Registered Investment Advisory firm - (4/17/2015 Terminated)Texas
Registered Investment Advisory firm - (4/17/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3500 Lenox Road Suite 1700, Atlanta, GA 30326
Mailing Address
Phone number
(404) 364-2180
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 835 |
| AUM (Assets Under Management) | $ 396,907,109 |
Red Flags
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