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JT

Joseph T. Templeton

OPENARC CORPORATE ADVISORY
ATLANTA, GA 30326
Some features on this profile are disabled
CRD#: 6465779
JT

Professional summary

Joseph Tanner Templeton is a registered financial advisor currently at OPENARC CORPORATE ADVISORY, LLC located in Atlanta, Georgia.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Joseph has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Tanner Templeton's CRS (Customer Relationship Summary).
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

September 25, 2025 - Present

OPENARC CORPORATE ADVISORY, LLC

Office #1: 3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326
RIA
CRD#: 336837
ATLANTA, GA
Past

December 1, 2022 - September 26, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
ATLANTA, GA
Past

December 1, 2022 - September 26, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
ATLANTA, GA
Past

July 8, 2016 - December 13, 2022

HARRISDIRECT LLC

RIA
CRD#: 42159
Alpharetta, GA
Past

July 7, 2016 - December 13, 2022

E*TRADE SECURITIES LLC

BD
CRD#: 29106
Alpharetta, GA
Past

November 4, 2015 - June 20, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
KENNESAW, GA
Past

October 27, 2015 - June 20, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
KENNESAW, GA
Past

August 10, 2015 - October 8, 2015

WADDELL & REED

RIA
CRD#: 866
ATLANTA, GA
Past

June 30, 2015 - October 8, 2015

WADDELL & REED

BD
CRD#: 866
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".
OC
OPENARC CORPORATE ADVISORY, LLC
1330 ADVISORS | OPENARC CORPORATE ADVISORY, LLC | 1330 ADVISORS, LLC

CRD#: 336837 / SEC#: 801-133754

RIA
Registered Investment Advisory firm - (7/8/2025 Approved)

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
(10/2/2025)
IAR
Texas
(9/25/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/23/2015
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: 6/30/2015
General Securities Representative Examination

Current Firm

OC
OPENARC CORPORATE ADVISORY, LLC
1330 ADVISORS | OPENARC CORPORATE ADVISORY, LLC | 1330 ADVISORS, LLC

CRD#: 336837 / SEC#: 801-133754

RIA
Registered Investment Advisory firm - (7/8/2025 Approved)
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Contact information

Main Address
3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326
Mailing Address
Phone number
(844) 648-6001
Established
Firm type
Fiscal year end
# of Employees
140

SEC notice filing (5 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

1330 ADVISORS ADV PART 2A (10/2/2025)

Regulatory assets under management

Total Number of Accounts492
AUM (Assets Under Management)$ 443,705,451

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

OPENARC CORPORATE ADVISORY, LLC

CRD#: 336837Atlanta, GA 30326

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