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Third Act Retirement Planning, Inc. CRD 122785
$30.4M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3225 Shallowford Road Suite 330, Marietta, GA 30062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2005-01-04 |
Branch Locations
3380 Trickum Road Building 1100, Woodstock, GA 30062 • United States
3162 Johnson Ferry Road Suite 260-27, Marietta, GA 30062 • United States
5 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 |
|---|---|---|---|---|
| Eleven Two Fund Management | Marietta | GA | 01/2005 | 12/2017 |
| Third Act Retirement Planning, Inc. | Marietta | GA | 12/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-21 |
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