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1515 Bass Road Suite D, Macon, GA 31210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2010-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfs Wealth Management, Llc | Macon | GA | 02/2010 | Present |
(1)Top Level, L.L.C. minority owner/ family business/ passive role - investment related. 0 hours per month; 0 hours during trading hours (2) Insurance Business under CFS Wealth Management; investment related, 1515 Bass Road, Suite D, Macon, GA 31210. Agent, start date 2/2010; 1 hour per month, during trading hours. Insurance related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-10 |
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