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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-04-03 |
Branch Locations
2950 Cherokee St Nw Suite 700, Kennesaw, GA 30144 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Henssler Financial | Kennesaw | GA | 07/2015 | 08/2018 |
| Felton & Peel Wealth Management, Inc. | Atlanta | GA | 08/2018 | 08/2021 |
| The Mather Group, Llc | Chicago | IL | 08/2021 | 08/2023 |
| Allworth Financial | Kennesaw | GA | 03/2025 | Present |
| Mariner Wealth Advisors | Overland Park | NJ | 08/2023 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-10 |
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