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1203 Broadrick Dr. Suite 200, Dalton, GA 30720 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-22 |
| GA | RA | APPROVED | 2025-05-05 |
Branch Locations
1203 Broadrick Dr. Suite 200, Dalton, GA 30720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 10/2015 | 08/2024 |
| Dalton Wealth Planners, Llc | Dalton | GA | 12/2024 | Present |
| Unemployed | Dalton | GA | 09/2024 | 11/2024 |
1. Fixed Insurance sales; 0% of time spent during business hours, as of 2015, conducted at branch; investment related. 2. POA; non-client; Located in Dalton, GA, as of 03/24/2021; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-20 |
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