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Inactive

Miller Talley Jones

Dalton Wealth Planners

Dalton, GA

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Current Employers
Dalton Wealth Planners

1203 Broadrick Dr. Suite 200, Dalton, GA 30720 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-22
GA RA APPROVED 2025-05-05
  • FL RA
    APPROVED
    Since 2026-05-22
  • GA RA
    APPROVED
    Since 2025-05-05

Branch Locations

1203 Broadrick Dr. Suite 200, Dalton, GA 30720 • 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
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
  • 10/2015 → 08/2024
    Waltham, MA
  • 12/2024 → Present
    Dalton Wealth Planners, Llc
    Dalton, GA
  • 09/2024 → 11/2024
    Unemployed
    Dalton, GA
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-20
  • S66 Uniform Combined State Law Examination
    2007-12-20
Designations
Other Names
  • Miller Talley Jones

View on SEC IAPD

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