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Unity Financial Planning Group LLC CRD 333889
$71.0M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1275 Shiloh Rd Nw Suite 2730, Kennesaw, GA 30144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-06 |
| GA | RA | APPROVED | 2026-02-25 |
| OH | RA | APPROVED | 2026-02-25 |
Branch Locations
1275 Shiloh Rd Nw Suite 2730, Kennesaw, GA 30144 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 12/2019 |
| Oppenheimer & Co. Inc | Atlanta | GA | 02/2020 | 09/2022 |
| Unemployed | Atlanta | GA | 12/2019 | 02/2020 |
| San Blas Advisory | Atlanta | GA | 09/2022 | 11/2025 |
| Unity Financial Planning Group Llc | Kennesaw | GA | 11/2025 | Present |
I HAVE SERVED AS TREASURER OF THE MARINE CORP COORDINATING OF GEORGIA (MCCCGA) FOR APPROXIMATELY 7 YEARS. MY DUTIES INCLUDE DEPOSITION CHECKS AS WELL AS REVIEWING DISTRIBUTIONS FROM THE CEO AND OFFICERS. WE USE A TRADITIONAL CHECKING ACCOUNT AND DO NO INVESTMENTS DUE TO OUR 501C3 TAX EXEMPT AND REGISTERED CHARITABLE ORGANIZATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-02 |
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