Shareholder · Financial Advisory Partners, LLC
Peyton Davis Falkenburg
CRD 5929303 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Financial Advisory Partners, LLC, an SEC-registered wealth manager based in Winter Park, FL with $378 million in regulatory assets, lists Peyton Davis Falkenburg on its Form ADV as Shareholder, a control person. The SEC filings also name Peyton at 1 other registered adviser.
Firms and roles
- Financial Advisory Partners, LLCShareholderWealth manager · Winter Park, FL · $378M in regulatory assets
- Lanark Financial, Inc.PresidentBroker-dealer firm · Birmingham, AL · $1.8B in regulatory assets
AtlasMembers
Peyton’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 28 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Peyton’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (8)
- Alexander W. VandenbergPartner, Financial Advisory Partners, LLC
- David S. SutphinPartner, Financial Advisory Partners, LLC
- Pierre G. AllardMember, Financial Advisory Partners, LLC
- Harold Blaine MillerChief Compliance Officer, Financial Advisory Partners, LLC
- Pamela Sue ConwayVice President, Operations, Lanark Financial, Inc.
3 more people named with Peyton on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Peyton’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.