JP
Joshua L. Pilgreen
ARBOR PORTFOLIO MANAGEMENT
Smyrna, GA 30080
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CRD#: 7645208
JP
Professional summary
Joshua Lamar Pilgreen is a registered financial advisor currently at ARBOR PORTFOLIO MANAGEMENT located in Smyrna, Georgia.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Joshua has worked at 1 firm 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.
I am a sales manager for a company that manufactures a respirator fit tester that is used by fire and police departments. I get paid commissions quarterly.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Lamar Pilgreen'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
October 27, 2022 - Present
ARBOR PORTFOLIO MANAGEMENT
Office #1: 2400 Herodian Way Se, #220, Smyrna, GA 30080RIA
CRD#: 323582
Smyrna, 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(10/27/2022)
Current Firm
AP
ARBOR PORTFOLIO MANAGEMENT
ARBOR PORTFOLIO MANAGEMENT | ARBOR PORTFOLIO MANAGEMENT, LLC | ARBOR PORTFOLIO MANAGEMENT LLC
CRD#: 323582 / SEC#:
Georgia
Registered Investment Advisory firm - (11/5/2025 Termination Requested)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2400 Herodian Way Se, #220, Smyrna, GA 30080
Mailing Address
Phone number
(205) 725-0772
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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