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100 Galleria Parkway Se Suite 995, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2017-06-21 |
| TX | RA | APPROVED_RES | 2012-04-03 |
| GA | RA | APPROVED | 2003-01-30 |
Branch Locations
100 Galleria Parkway Se Suite 995, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio National Life Insurance | Cincinnati | OH | 09/2000 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 10/2000 | Present |
| The Chancellor Group | Atlanta | GA | 05/2002 | Present |
THE CHANELLOR GROUP,; INVESTMENT RELATED; 100 GALLERIA PARKWAY, SUITE 995, ATLANTA GA 30339; FINANCIAL PLANNING & REGISTERED INVESTMENT ADVISER; PRESIDENT; 12/01/2000 TO PRESENT; 75% NUMBER OF HOURS/PER MONTH (60% DURING TRADING HOURS/PER MONTH); WRITE AND UPDATE FINANCIAL PLANS, EXECUTE ASSET ALLOCATION STRATEGIES. PLACE LIFE AND HEALTH INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-29 |
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