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SUMMER ANNE ROBERTS
SUMMER ANNE ODOM, SUMMER ROBERTS ODOM
CRD#: 4397627
IA
Investment Adviser
B
Broker
FAMILY CAPITAL ADVISORS, LLCCRD#: 291257 ATLANTA, GA
PURSHE KAPLAN STERLING INVESTMENTSCRD#: 35747 Atlanta, GA
Registration History
20082010201220142016201820202022202420262 FIRMS2007 - 2012 (5 years)2 FIRMS2012 - 2014 (1 year)2 FIRMS2018 - Present (6 years)BSA STONE WEALTH MANAGEMENT INC. (CRD# 18456)2014 - 2018 (4 years)IALAKEVIEW CAPITAL PARTNERS, LLC (CRD# 165931)2014 - 2021 (7 years)
License(s)

State Registrations

B
Florida 3/26/2018

B
Louisiana 10/30/2024

B
Georgia 3/26/2018

B
Texas 1/8/2021

IA
Georgia 3/28/2018

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FAMILY CAPITAL ADVISORS, LLC (CRD#:291257)
ATLANTA, GA
Registered with this firm since 3/28/2018

B
PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747)
Atlanta, GA
Registered with this firm since 3/26/2018

Previous Registration(s)
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IA
02/10/2014 - 07/12/2021 LAKEVIEW CAPITAL PARTNERS, LLC (CRD#:165931) ATLANTA, GA
B
02/18/2014 - 04/03/2018 SA STONE WEALTH MANAGEMENT INC. (CRD#:18456) ATLANTA, GA
B
04/04/2012 - 02/11/2014 PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747) ATLANTA, GA
IA
08/16/2012 - 02/10/2014 HA&W WEALTH MANAGEMENT, LLC (CRD#:127333) ATLANTA, GA
IA
04/05/2007 - 04/11/2012 MORGAN KEEGAN & COMPANY, INC. (CRD#:4161) ATLANTA, GA
B
03/07/2007 - 04/11/2012 MORGAN KEEGAN & COMPANY, INC. (CRD#:4161) ATLANTA, GA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.