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Jason David Lina

Golden Bell Financial Planning, LLC

Alpharetta, GA

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Current Employers
Golden Bell Financial Planning, Llc

Alpharetta, GA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-09-28
GA RA APPROVED 2019-09-26
  • TX RA
    APPROVED_RES
    Since 2020-09-28
  • GA RA
    APPROVED
    Since 2019-09-26

Branch Locations

Alpharetta, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Resource Planning Group Sandy Springs GA 11/2011 Present
Golden Bell Financial Planning, Llc Alpharetta GA 08/2019 Present
Golden Bell Financial Planning, Llc Alpharetta GA 09/2019 Present
Previous Registrations
  • 2012-09-13 → 2020-01-20
    Resource Planning Group, Ltd.
    Atlanta, GA
  • 2010-07-26 → 2012-03-16
    Cedar Rowe Partners
    Norcross, GA
Designations

View on SEC IAPD

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