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6470 E Johns Crossing Suite 230, Johns Creek, GA 30097 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-16 |
| GA | RA | APPROVED | 2020-03-06 |
Branch Locations
6470 E Johns Crossing Suite 230, Johns Creek, GA 30097 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 01/2010 | 08/2023 |
| Ger Loftin Wealth Advisors | Atlanta | GA | 01/2010 | Present |
| John Luchene Insurance | Atlanta | GA | 01/2010 | Present |
| Loftin Financial Group, Llc | Atlanta | GA | 01/2010 | Present |
| Gerloftin Wealth Management, Llc | Atlanta | GA | 11/2009 | 06/2019 |
1.) JOHN LUCHENE INSURANCE - AGENT - INSURANCE SALES AND SERVICE - ATLANTA, GA - SINCE 01/2010 - INVESTMENT RELATED 2.) LOFTIN FINANCIAL GROUP, LLC - OWNER - DBA FOR TAX AND BUSINESS OPERATING PURPOSES -ATLANTA, GA - SINCE 01/2010 - NOT INVESTMENT RELATED 3.) GUIDEPOINT GLOBAL - PHONE INTERVIEW - ATLANTA, GA - SINCE 06/2015 - NOT INVESTMENT RELATED 4.) FPA OF GA - PRESIDENT-2023 - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - ATLANTA, GA - SINCE 01/2023 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-04 |
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