Best Investors Account Sign in
Current Employers
Solomon Investments & Financial Planning, Llc

1207 Clairmont Place, Macon, GA 31204 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-01-25
  • GA RA
    APPROVED
    Since 2021-01-25

Branch Locations

Macon, 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
Securities America, Inc. Macon GA 06/2013 09/2016
Securities America Advisors, Inc. Macon GA 07/2013 09/2016
Cambridge Investment Research, Inc. Fairfield IA 10/2016 06/2017
Cambridge Investment Research Advisor, Inc. Fairfield IA 10/2016 06/2017
Joshua's Wish, Inc. Macon GA 01/2010 Present
Solomon Insurance Services, Llc Macon GA 02/2002 Present
Solomon Investments & Financial Planning, Llc Macon GA 07/2017 Present
Dominion Investor Services, Inc. Horseshoe Bay TX 08/2017 06/2023
Calton & Associates, Inc. Marble Falls TX 06/2023 Present
  • 06/2013 → 09/2016
    Securities America, Inc.
    Macon, GA
  • 07/2013 → 09/2016
    Securities America Advisors, Inc.
    Macon, GA
  • 10/2016 → 06/2017
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 10/2016 → 06/2017
    Cambridge Investment Research Advisor, Inc.
    Fairfield, IA
  • 01/2010 → Present
    Joshua's Wish, Inc.
    Macon, GA
  • 02/2002 → Present
    Solomon Insurance Services, Llc
    Macon, GA
  • 07/2017 → Present
    Macon, GA
  • 08/2017 → 06/2023
    Dominion Investor Services, Inc.
    Horseshoe Bay, TX
  • 06/2023 → Present
    Calton & Associates, Inc.
    Marble Falls, TX
Previous Registrations
Other Businesses

1. SOLOMON INSURANCE SERVICES LLC, 1207 CLAIRMONT PLACE, MACON, GA, 2/2002. I AM THE OWNER OF THE ALL LINES INCLUDING PERSONAL AND COMMERCIAL LINES INSURANCE AGENCY. 2. Joshua's Wish, Inc. Non-Investment related. 277 Martin Luther King Jr Blvd, Ste 106, Macon, GA 31204. Non-profit organization that raises funds for pediatric cancer research and offers financial assistance to families during Christmas. Position: Co-founder. Start date: 01/01/2010. Hours/month: 15. Hours/month during securities trading hours: 0. I help the organization with fundraising and speaking activities. I also deliver snacks to Hope for Kids, an oncology center that provides chemotherapy treatment for children.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-04-10
S63 Uniform Securities Agent State Law Examination 2001-05-21
  • S65 Uniform Investment Adviser Law Examination
    2003-04-10
  • S63 Uniform Securities Agent State Law Examination
    2001-05-21

View on SEC IAPD

More in Macon, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor