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MM

Mitchell S. Mchenry

AMERICAN GLOBAL WEALTH MANAGEMENT
McDonough, GA 30253
Some features on this profile are disabled
CRD#: 7201131
MM
Mitchell Scott MchenryAMERICAN GLOBAL WEALTH MANAGEMENT

Professional summary

Mitchell Scott Mchenry, who also goes by Mtchell Scott Mchenry, is a registered financial professional currently at AMERICAN GLOBAL WEALTH MANAGEMENT, INC. located in Mcdonough, Georgia.

Mitchell is registered as a RR (Registered Representative) and started their career in finance in 2024. Mitchell has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

Aliases

Mtchell Scott Mchenry

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) - BD

Click below to view Mitchell Scott Mchenry'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

August 29, 2023 - Present

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

Office #1: 1600 Pennsylvania Avenue, Mcdonough, GA 30253
BD
CRD#: 7388
McDonough, GA
Past

January 22, 2024 - April 14, 2026

CAPE SECURITIES INC.

BD
CRD#: 7072
MCDONOUGH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(6/25/2025)
RR
Florida
(10/6/2025)
RR
Georgia
(11/17/2023)
RR
Iowa
(2/20/2026)
RR
Michigan
(9/3/2026)
RR
Mississippi
(6/4/2026)
RR
New Jersey
(3/12/2026)
RR
New York
(10/1/2025)
RR
North Carolina
(10/24/2025)
RR
Oklahoma
(8/22/2024)
RR
South Carolina
(3/4/2026)
RR
Tennessee
(7/30/2026)
RR
Texas
(10/1/2025)
RR
Wisconsin
(8/22/2024)

Exams

What does exam status mean?
State Security Law Exam
RR
Series 63
Status Unavailable
Passed: 11/17/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Status Unavailable
Passed: 8/28/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 7/22/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

AG
AMERICAN GLOBAL WEALTH MANAGEMENT, INC.
AMERICAN GLOBAL WEALTH MANAGEMENT, INC. | WISCONSIN DISCOUNT SECURITIES CORPORATION

CRD#: 7388 / SEC#: , 8-21584

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
1600 Pennsylvania Ave., Mcdonough, GA 30253
Mailing Address
1600 Pennsylvania Ave., Mcdonough, GA 30253
Phone number
(770) 400-9862
Established
Wisconsin since 02/25/1977
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
AMERICAN GLOBAL WEALTH SERVICES, INC.OWNER
FAULK, RACHELCHIEF COMPLIANCE OFFICER7712313
JOKELA, JOHN KEVINCHIEF OPERATIONS OFFICER5474831
LEE, CHRISTY ROSSFINOP4926666
MAY, JAMES DAVIDVP OF REPRESENTATIVE AND CLIENT RELATIONS1601422
WEBB, JAMES RANDALLCEO2089446

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

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

CRD#: 7388Mcdonough, GA 30253

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