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4170 Ashford Dunwoody Rd. Suite 480, Atlanta, GA 30319 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED | 2026-01-05 |
Branch Locations
4170 Ashford Dunwoody Rd. Suite 480, Atlanta, GA 30319 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Magellan Legal, Llc | Atlanta | GA | 07/2006 | Present |
| Voya Financial Advisors | Atlanta | GA | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | 01/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2023 | 01/2026 |
| Magellan Planning Group, Inc. | Atlanta | GA | 01/2003 | Present |
1.) MAGELLAN LEGAL, LLC; NON-INVESTMENT RELATED; 4170 ASHFORD DUNWOODY RD STE 480, BROOKHAVEN; GA; 30319; LAW FIRM; PARTNER; 07/2006; APPROX. 16 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; ESTATE PLANNING & PROBATE ATTORNEY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-09 |
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