Connie F. Partridge
Professional summary
Connie Freeman Partridge, who also goes by Connie Ann Freeman, Connie Ann Freeman Morris, Connie Ann Morris, Connie Freeman Morris, Connie F. Partridge, Connie Freeman Partridge, Connie Morris Partridge, is a registered financial advisor currently at THE MOORINGS GROUP, LLC located in Atlanta, Georgia.
Connie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1975. Connie has worked at 7 firms and has passed the Series 66, Series 63, Series 3, Series 1 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Connie Freeman Partridge's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 19, 2004 - Present
THE MOORINGS GROUP, LLC
Office #1: One Premier Plaza 5605 Glenridge Drive Suite 1080, Atlanta, GA, 30342May 29, 2002 - October 9, 2003
ADVEST, INC.
December 18, 2000 - March 1, 2002
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
August 16, 1990 - October 31, 2000
WACHOVIA SECURITIES, INC.
February 26, 1990 - August 7, 1990
HOLCOMB, STEVENS SECURITIES, INC
November 3, 1976 - January 10, 1990
CREDIT SUISSE SECURITIES (USA) LLC
March 3, 1975 - October 23, 1976
WHITE, WELD & CO. INCORPORATED
Primary Firm SEC Registration
THE MOORINGS GROUP, LLC
CRD#: 129403 / SEC#: 801-63917
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/19/2004)
(5/19/2010)
Exams
Series 1
Date: 2/26/1975
Registered Representative ExaminationSeries 8
Date: 5/23/1997
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
THE MOORINGS GROUP, LLC
CRD#: 129403 / SEC#: 801-63917
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 223 |
| AUM (Assets Under Management) | $ 470,300,000 |
Red Flags
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